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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 | $154,709 | $154,209+0.3% | $130,062+18.9% | $139,487+10.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.30% | 32.52%-3.2pp | -137.37%+166.7pp | 373.84%-344.5pp |
| Employer contribution / active EE | $4,429 | $5,292-16.3% | $4,322+2.5% | $4,755-6.9% |
| Participant deferral / active EE | $15,330 | $6,709+128.5% | $5,821+163.4% | $6,713+128.4% |
| Admin fee / account holder | $497 | $13,988-96.4% | $10,601-95.3% | $11,407-95.6% |