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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 | $71,881 | $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 | 15.81% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,148 | $4,769-34.0% | $4,268-26.2% | $4,379-28.1% |
| Participant deferral / active EE | $7,590 | $6,350+19.5% | $5,630+34.8% | $6,730+12.8% |
| Admin fee / account holder | $928 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |