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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 | $89,888 | $155,555-42.2% | $146,866-38.8% | $155,188-42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.56% | 115.41%-94.8pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $4,294 | $4,647-7.6% | $4,425-3.0% | $4,248+1.1% |
| Participant deferral / active EE | $14,453 | $8,044+79.7% | $7,759+86.3% | $6,531+121.3% |
| Admin fee / account holder | $5,916 | $14,755-59.9% | $13,620-56.6% | $14,480-59.1% |