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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 | $113,557 | $185,312-38.7% | $161,489-29.7% | $154,746-26.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.36% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $7,118 | $4,769+49.3% | $4,268+66.8% | $4,379+62.5% |
| Participant deferral / active EE | $5,663 | $6,350-10.8% | $5,630+0.6% | $6,730-15.9% |
| Admin fee / account holder | $802 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |