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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 | $102,547 | $185,312-44.7% | $161,489-36.5% | $154,746-33.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.97% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,624 | $4,769-45.0% | $4,268-38.5% | $4,379-40.1% |
| Participant deferral / active EE | $8,655 | $6,350+36.3% | $5,630+53.7% | $6,730+28.6% |
| Admin fee / account holder | $2,018 | $18,654-89.2% | $16,006-87.4% | $14,365-85.9% |