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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 | $84,627 | $155,555-45.6% | $146,866-42.4% | $155,188-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.32% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $4,634 | $4,647-0.3% | $4,425+4.7% | $4,248+9.1% |
| Participant deferral / active EE | $8,598 | $8,044+6.9% | $7,759+10.8% | $6,531+31.6% |
| Admin fee / account holder | $903 | $14,755-93.9% | $13,620-93.4% | $14,480-93.8% |