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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 | $75,939 | $174,379-56.5% | $152,093-50.1% | $138,895-45.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.36% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $4,561 | $4,652-2.0% | $4,175+9.2% | $4,194+8.7% |
| Participant deferral / active EE | $12,624 | $6,159+105.0% | $5,451+131.6% | $6,396+97.4% |
| Admin fee / account holder | $514 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |