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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 | $140,079 | $185,312-24.4% | $161,489-13.3% | $154,746-9.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.46% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $8,238 | $4,769+72.7% | $4,268+93.0% | $4,379+88.1% |
| Participant deferral / active EE | $9,420 | $6,350+48.4% | $5,630+67.3% | $6,730+40.0% |
| Admin fee / account holder | $14,019 | $18,654-24.8% | $16,006-12.4% | $14,365-2.4% |