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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,166 | $185,312-50.8% | $161,489-43.5% | $154,746-41.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.31% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $11,443 | $4,769+139.9% | $4,268+168.1% | $4,379+161.3% |
| Participant deferral / active EE | $5,573 | $6,350-12.2% | $5,630-1.0% | $6,730-17.2% |
| Admin fee / account holder | $2,609 | $18,654-86.0% | $16,006-83.7% | $14,365-81.8% |