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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 | $139,664 | $185,312-24.6% | $161,489-13.5% | $154,746-9.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.65% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $5,110 | $4,769+7.1% | $4,268+19.7% | $4,379+16.7% |
| Participant deferral / active EE | $2,564 | $6,350-59.6% | $5,630-54.5% | $6,730-61.9% |
| Admin fee / account holder | $726 | $18,654-96.1% | $16,006-95.5% | $14,365-94.9% |