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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 | $68,278 | $185,312-63.2% | $161,489-57.7% | $154,746-55.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.42% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $12,738 | $4,769+167.1% | $4,268+198.4% | $4,379+190.9% |
| Participant deferral / active EE | $6,508 | $6,350+2.5% | $5,630+15.6% | $6,730-3.3% |
| Admin fee / account holder | $1,366 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |