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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 | $101,787 | $155,555-34.6% | $146,866-30.7% | $155,188-34.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.42% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,071 | $4,647-33.9% | $4,425-30.6% | $4,248-27.7% |
| Participant deferral / active EE | $17,176 | $8,044+113.5% | $7,759+121.4% | $6,531+163.0% |
| Admin fee / account holder | $508 | $14,755-96.6% | $13,620-96.3% | $14,480-96.5% |