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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 | $99,765 | $154,228-35.3% | $145,433-31.4% | $137,256-27.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,820 | $4,804+21.1% | $4,554+27.8% | $4,156+40.0% |
| Participant deferral / active EE | $15,000 | $8,216+82.6% | $7,897+89.9% | $6,407+134.1% |
| Admin fee / account holder | $995 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |