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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 | $110,908 | $208,088-46.7% | $186,193-40.4% | $154,746-28.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.72% | 89.97%-70.2pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $4,183 | $4,340-3.6% | $3,918+6.7% | $4,379-4.5% |
| Participant deferral / active EE | $30,615 | $7,078+332.5% | $6,513+370.0% | $6,730+354.9% |
| Admin fee / account holder | $1,317 | $11,698-88.7% | $11,058-88.1% | $14,365-90.8% |