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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 | $131,528 | $155,555-15.4% | $146,866-10.4% | $155,188-15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.85% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $9,754 | $4,647+109.9% | $4,425+120.4% | $4,248+129.6% |
| Participant deferral / active EE | $16,044 | $8,044+99.4% | $7,759+106.8% | $6,531+145.7% |
| Admin fee / account holder | $819 | $14,755-94.4% | $13,620-94.0% | $14,480-94.3% |