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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 | $74,006 | $185,312-60.1% | $161,489-54.2% | $154,746-52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.78% | 103.84%-90.1pp | 89.72%-75.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,913 | $4,769+3.0% | $4,268+15.1% | $4,379+12.2% |
| Participant deferral / active EE | $5,764 | $6,350-9.2% | $5,630+2.4% | $6,730-14.4% |
| Admin fee / account holder | $7,211 | $18,654-61.3% | $16,006-54.9% | $14,365-49.8% |