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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 | $63,067 | $185,312-66.0% | $161,489-60.9% | $154,746-59.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.35% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,489 | $4,769-47.8% | $4,268-41.7% | $4,379-43.2% |
| Participant deferral / active EE | $5,984 | $6,350-5.8% | $5,630+6.3% | $6,730-11.1% |
| Admin fee / account holder | $1,953 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |