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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 | $113,690 | $185,312-38.6% | $161,489-29.6% | $154,746-26.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.72% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,493 | $4,769-26.8% | $4,268-18.2% | $4,379-20.2% |
| Participant deferral / active EE | $10,807 | $6,350+70.2% | $5,630+92.0% | $6,730+60.6% |
| Admin fee / account holder | $441 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |