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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 | $101,351 | $155,555-34.8% | $146,866-31.0% | $155,188-34.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.92% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $24,153 | $4,647+419.8% | $4,425+445.9% | $4,248+468.6% |
| Participant deferral / active EE | $14,474 | $8,044+79.9% | $7,759+86.5% | $6,531+121.6% |
| Admin fee / account holder | $576 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |