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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 | $136,200 | $185,312-26.5% | $161,489-15.7% | $154,746-12.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.22% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $7,324 | $4,769+53.6% | $4,268+71.6% | $4,379+67.3% |
| Participant deferral / active EE | $3,633 | $6,350-42.8% | $5,630-35.5% | $6,730-46.0% |
| Admin fee / account holder | $1,355 | $18,654-92.7% | $16,006-91.5% | $14,365-90.6% |