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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 | $87,795 | $185,312-52.6% | $161,489-45.6% | $154,746-43.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.04% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $11,947 | $4,769+150.5% | $4,268+179.9% | $4,379+172.8% |
| Participant deferral / active EE | $6,993 | $6,350+10.1% | $5,630+24.2% | $6,730+3.9% |
| Admin fee / account holder | $1,586 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |