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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 | $146,539 | $185,312-20.9% | $161,489-9.3% | $154,746-5.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.41% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,433 | $4,769-49.0% | $4,268-43.0% | $4,379-44.4% |
| Participant deferral / active EE | $14,038 | $6,350+121.1% | $5,630+149.3% | $6,730+108.6% |
| Admin fee / account holder | $680 | $18,654-96.4% | $16,006-95.7% | $14,365-95.3% |