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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 | $123,948 | $185,312-33.1% | $161,489-23.2% | $154,746-19.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.27% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $10,773 | $4,769+125.9% | $4,268+152.4% | $4,379+146.0% |
| Participant deferral / active EE | $12,400 | $6,350+95.3% | $5,630+120.3% | $6,730+84.2% |
| Admin fee / account holder | $3,754 | $18,654-79.9% | $16,006-76.5% | $14,365-73.9% |