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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 | $80,613 | $185,312-56.5% | $161,489-50.1% | $154,746-47.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.44% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $8,808 | $4,769+84.7% | $4,268+106.4% | $4,379+101.1% |
| Participant deferral / active EE | $8,857 | $6,350+39.5% | $5,630+57.3% | $6,730+31.6% |
| Admin fee / account holder | $633 | $18,654-96.6% | $16,006-96.0% | $14,365-95.6% |