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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 | $67,619 | $155,555-56.5% | $146,866-54.0% | $155,188-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.54% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,290 | $4,647-72.2% | $4,425-70.8% | $4,248-69.6% |
| Participant deferral / active EE | $7,895 | $8,044-1.9% | $7,759+1.7% | $6,531+20.9% |
| Admin fee / account holder | $410 | $14,755-97.2% | $13,620-97.0% | $14,480-97.2% |