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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 | $70,103 | $185,312-62.2% | $161,489-56.6% | $154,746-54.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.65% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,165 | $4,769+8.3% | $4,268+21.0% | $4,379+17.9% |
| Participant deferral / active EE | $5,522 | $6,350-13.0% | $5,630-1.9% | $6,730-18.0% |
| Admin fee / account holder | $26,380 | $18,654+41.4% | $16,006+64.8% | $14,365+83.6% |