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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 | $114,798 | $185,312-38.1% | $161,489-28.9% | $154,746-25.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.92% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,034 | $4,769-57.3% | $4,268-52.3% | $4,379-53.5% |
| Participant deferral / active EE | $11,501 | $6,350+81.1% | $5,630+104.3% | $6,730+70.9% |
| Admin fee / account holder | $2,297 | $18,654-87.7% | $16,006-85.7% | $14,365-84.0% |