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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 | $111,661 | $185,312-39.7% | $161,489-30.9% | $154,746-27.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.48% | 103.84%-87.4pp | 89.72%-73.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $8,527 | $4,769+78.8% | $4,268+99.8% | $4,379+94.7% |
| Participant deferral / active EE | $5,267 | $6,350-17.1% | $5,630-6.4% | $6,730-21.7% |
| Admin fee / account holder | $4,506 | $18,654-75.8% | $16,006-71.8% | $14,365-68.6% |