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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 | $114,126 | $185,312-38.4% | $161,489-29.3% | $154,746-26.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.51% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $9,420 | $4,769+97.5% | $4,268+120.7% | $4,379+115.1% |
| Participant deferral / active EE | $3,500 | $6,350-44.9% | $5,630-37.8% | $6,730-48.0% |
| Admin fee / account holder | $1,412 | $18,654-92.4% | $16,006-91.2% | $14,365-90.2% |