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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 | $100,640 | $165,399-39.2% | $149,745-32.8% | $158,982-36.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.01% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $6,185 | $5,105+21.2% | $4,646+33.1% | $4,763+29.9% |
| Participant deferral / active EE | $6,888 | $7,183-4.1% | $6,843+0.7% | $5,983+15.1% |
| Admin fee / account holder | $617 | $10,811-94.3% | $9,312-93.4% | $11,252-94.5% |