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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 | $83,012 | $185,312-55.2% | $161,489-48.6% | $154,746-46.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.65% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $9,048 | $4,769+89.7% | $4,268+112.0% | $4,379+106.6% |
| Participant deferral / active EE | $4,775 | $6,350-24.8% | $5,630-15.2% | $6,730-29.1% |
| Admin fee / account holder | $701 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |