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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 | $97,299 | $185,312-47.5% | $161,489-39.7% | $154,746-37.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.02% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,498 | $4,769+36.2% | $4,268+52.2% | $4,379+48.4% |
| Participant deferral / active EE | $6,481 | $6,350+2.1% | $5,630+15.1% | $6,730-3.7% |
| Admin fee / account holder | $4,995 | $18,654-73.2% | $16,006-68.8% | $14,365-65.2% |