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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 | $67,971 | $185,312-63.3% | $161,489-57.9% | $154,746-56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 29.10% | 103.84%-74.7pp | 89.72%-60.6pp | 172.34%-143.2pp |
| Employer contribution / active EE | $3,947 | $4,769-17.2% | $4,268-7.5% | $4,379-9.9% |
| Participant deferral / active EE | $7,098 | $6,350+11.8% | $5,630+26.1% | $6,730+5.5% |
| Admin fee / account holder | $764 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |