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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 | $84,108 | $185,312-54.6% | $161,489-47.9% | $154,746-45.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.58% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $9,658 | $4,769+102.5% | $4,268+126.3% | $4,379+120.5% |
| Participant deferral / active EE | $7,541 | $6,350+18.8% | $5,630+34.0% | $6,730+12.0% |
| Admin fee / account holder | $2,419 | $18,654-87.0% | $16,006-84.9% | $14,365-83.2% |