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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 | $58,842 | $185,312-68.2% | $161,489-63.6% | $154,746-62.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.41% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $7,055 | $4,769+47.9% | $4,268+65.3% | $4,379+61.1% |
| Participant deferral / active EE | $6,294 | $6,350-0.9% | $5,630+11.8% | $6,730-6.5% |
| Admin fee / account holder | $352 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |