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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 | $64,527 | $155,555-58.5% | $146,866-56.1% | $155,188-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.87% | 115.41%-93.5pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $6,542 | $4,647+40.8% | $4,425+47.8% | $4,248+54.0% |
| Participant deferral / active EE | $7,588 | $8,044-5.7% | $7,759-2.2% | $6,531+16.2% |
| Admin fee / account holder | $884 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |