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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 | $91,342 | $185,312-50.7% | $161,489-43.4% | $154,746-41.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.49% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,151 | $4,769-75.9% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $11,625 | $6,350+83.1% | $5,630+106.5% | $6,730+72.7% |
| Admin fee / account holder | $826 | $18,654-95.6% | $16,006-94.8% | $14,365-94.2% |