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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 | $120,692 | $185,312-34.9% | $161,489-25.3% | $154,746-22.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.69% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $5,556 | $4,769+16.5% | $4,268+30.2% | $4,379+26.9% |
| Participant deferral / active EE | $6,881 | $6,350+8.4% | $5,630+22.2% | $6,730+2.2% |
| Admin fee / account holder | $1,424 | $18,654-92.4% | $16,006-91.1% | $14,365-90.1% |