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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 | $83,954 | $185,312-54.7% | $161,489-48.0% | $154,746-45.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.11% | 103.84%-77.7pp | 89.72%-63.6pp | 172.34%-146.2pp |
| Employer contribution / active EE | $1,344 | $4,769-71.8% | $4,268-68.5% | $4,379-69.3% |
| Participant deferral / active EE | $6,564 | $6,350+3.4% | $5,630+16.6% | $6,730-2.5% |
| Admin fee / account holder | $3,333 | $18,654-82.1% | $16,006-79.2% | $14,365-76.8% |