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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 | $99,267 | $154,228-35.6% | $145,433-31.7% | $137,256-27.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,145 | $4,804+7.1% | $4,554+13.0% | $4,156+23.8% |
| Participant deferral / active EE | $13,676 | $8,216+66.4% | $7,897+73.2% | $6,407+113.5% |
| Admin fee / account holder | $309 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |