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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 | $76,762 | $185,312-58.6% | $161,489-52.5% | $154,746-50.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.29% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $8,012 | $4,769+68.0% | $4,268+87.7% | $4,379+82.9% |
| Participant deferral / active EE | $11,819 | $6,350+86.1% | $5,630+109.9% | $6,730+75.6% |
| Admin fee / account holder | $7,923 | $18,654-57.5% | $16,006-50.5% | $14,365-44.8% |