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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 | $77,930 | $155,555-49.9% | $146,866-46.9% | $155,188-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.47% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,767 | $4,647-40.5% | $4,425-37.5% | $4,248-34.9% |
| Participant deferral / active EE | $8,853 | $8,044+10.1% | $7,759+14.1% | $6,531+35.6% |
| Admin fee / account holder | $335 | $14,755-97.7% | $13,620-97.5% | $14,480-97.7% |