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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 | $69,431 | $185,312-62.5% | $161,489-57.0% | $154,746-55.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.74% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,287 | $4,769-10.1% | $4,268+0.4% | $4,379-2.1% |
| Participant deferral / active EE | $6,017 | $6,350-5.2% | $5,630+6.9% | $6,730-10.6% |
| Admin fee / account holder | $1,285 | $18,654-93.1% | $16,006-92.0% | $14,365-91.1% |