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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 | $83,440 | $185,312-55.0% | $161,489-48.3% | $154,746-46.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.69% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,354 | $4,769-50.6% | $4,268-44.9% | $4,379-46.2% |
| Participant deferral / active EE | $7,400 | $6,350+16.5% | $5,630+31.4% | $6,730+9.9% |
| Admin fee / account holder | $4,033 | $18,654-78.4% | $16,006-74.8% | $14,365-71.9% |