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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 | $85,186 | $155,555-45.2% | $146,866-42.0% | $155,188-45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.48% | 115.41%-94.9pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,098 | $4,647-33.3% | $4,425-30.0% | $4,248-27.1% |
| Participant deferral / active EE | $15,771 | $8,044+96.0% | $7,759+103.2% | $6,531+141.5% |
| Admin fee / account holder | $564 | $14,755-96.2% | $13,620-95.9% | $14,480-96.1% |