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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 | $93,641 | $183,627-49.0% | $155,602-39.8% | $145,978-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.74% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,523 | $5,316-14.9% | $4,675-3.3% | $4,662-3.0% |
| Participant deferral / active EE | $6,795 | $6,466+5.1% | $5,629+20.7% | $6,690+1.6% |
| Admin fee / account holder | $372 | $19,327-98.1% | $15,923-97.7% | $13,400-97.2% |