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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 | $54,739 | $185,312-70.5% | $161,489-66.1% | $154,746-64.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.12% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,448 | $4,769+14.2% | $4,268+27.6% | $4,379+24.4% |
| Participant deferral / active EE | $9,684 | $6,350+52.5% | $5,630+72.0% | $6,730+43.9% |
| Admin fee / account holder | $9,908 | $18,654-46.9% | $16,006-38.1% | $14,365-31.0% |