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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 | $141,317 | $185,312-23.7% | $161,489-12.5% | $154,746-8.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.81% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $5,198 | $4,769+9.0% | $4,268+21.8% | $4,379+18.7% |
| Participant deferral / active EE | $4,733 | $6,350-25.5% | $5,630-15.9% | $6,730-29.7% |
| Admin fee / account holder | $25,368 | $18,654+36.0% | $16,006+58.5% | $14,365+76.6% |