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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 | $90,326 | $185,312-51.3% | $161,489-44.1% | $154,746-41.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.19% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,719 | $4,769-1.0% | $4,268+10.6% | $4,379+7.8% |
| Participant deferral / active EE | $10,199 | $6,350+60.6% | $5,630+81.2% | $6,730+51.5% |
| Admin fee / account holder | $719 | $18,654-96.1% | $16,006-95.5% | $14,365-95.0% |