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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 | $121,259 | $185,312-34.6% | $161,489-24.9% | $154,746-21.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.03% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $7,566 | $4,769+58.6% | $4,268+77.3% | $4,379+72.8% |
| Participant deferral / active EE | $5,141 | $6,350-19.0% | $5,630-8.7% | $6,730-23.6% |
| Admin fee / account holder | $7,597 | $18,654-59.3% | $16,006-52.5% | $14,365-47.1% |