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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 | $118,886 | $185,312-35.8% | $161,489-26.4% | $154,746-23.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.89% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,502 | $4,769-26.6% | $4,268-18.0% | $4,379-20.0% |
| Participant deferral / active EE | $8,273 | $6,350+30.3% | $5,630+46.9% | $6,730+22.9% |
| Admin fee / account holder | $1,789 | $18,654-90.4% | $16,006-88.8% | $14,365-87.5% |