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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 | $125,563 | $185,312-32.2% | $161,489-22.2% | $154,746-18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.69% | 103.84%-89.2pp | 89.72%-75.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,703 | $4,769-1.4% | $4,268+10.2% | $4,379+7.4% |
| Participant deferral / active EE | $10,185 | $6,350+60.4% | $5,630+80.9% | $6,730+51.3% |
| Admin fee / account holder | $769 | $18,654-95.9% | $16,006-95.2% | $14,365-94.6% |