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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 | $136,300 | $185,312-26.4% | $161,489-15.6% | $154,746-11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.77% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $7,698 | $4,769+61.4% | $4,268+80.3% | $4,379+75.8% |
| Participant deferral / active EE | $12,560 | $6,350+97.8% | $5,630+123.1% | $6,730+86.6% |
| Admin fee / account holder | $2,704 | $18,654-85.5% | $16,006-83.1% | $14,365-81.2% |