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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 | $71,891 | $185,312-61.2% | $161,489-55.5% | $154,746-53.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.64% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $6,569 | $4,769+37.7% | $4,268+53.9% | $4,379+50.0% |
| Participant deferral / active EE | $13,800 | $6,350+117.3% | $5,630+145.1% | $6,730+105.0% |
| Admin fee / account holder | $11,820 | $18,654-36.6% | $16,006-26.2% | $14,365-17.7% |