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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 | $77,003 | $155,555-50.5% | $146,866-47.6% | $155,188-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.95% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $4,739 | $4,647+2.0% | $4,425+7.1% | $4,248+11.6% |
| Participant deferral / active EE | $14,140 | $8,044+75.8% | $7,759+82.2% | $6,531+116.5% |
| Admin fee / account holder | $2,293 | $14,755-84.5% | $13,620-83.2% | $14,480-84.2% |