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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 | $119,762 | $185,312-35.4% | $161,489-25.8% | $154,746-22.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.67% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,793 | $4,769+84.4% | $4,268+106.0% | $4,379+100.8% |
| Participant deferral / active EE | $7,133 | $6,350+12.3% | $5,630+26.7% | $6,730+6.0% |
| Admin fee / account holder | $30,963 | $18,654+66.0% | $16,006+93.5% | $14,365+115.5% |