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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 | $110,080 | $183,592-40.0% | $155,574-29.2% | $145,877-24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,322 | $5,317+18.9% | $4,676+35.2% | $4,663+35.6% |
| Participant deferral / active EE | $4,988 | $6,466-22.9% | $5,629-11.4% | $6,691-25.4% |
| Admin fee / account holder | $2,587 | $19,316-86.6% | $15,914-83.7% | $13,402-80.7% |