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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 | $100,395 | $185,312-45.8% | $161,489-37.8% | $154,746-35.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.73% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $17,950 | $4,769+276.4% | $4,268+320.5% | $4,379+309.9% |
| Participant deferral / active EE | $11,850 | $6,350+86.6% | $5,630+110.5% | $6,730+76.1% |
| Admin fee / account holder | $5,507 | $18,654-70.5% | $16,006-65.6% | $14,365-61.7% |