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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 | $60,051 | $155,555-61.4% | $146,866-59.1% | $155,188-61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.20% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $19,434 | $4,647+318.2% | $4,425+339.2% | $4,248+357.5% |
| Participant deferral / active EE | $9,044 | $8,044+12.4% | $7,759+16.6% | $6,531+38.5% |
| Admin fee / account holder | $696 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |