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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 | $75,435 | $155,555-51.5% | $146,866-48.6% | $155,188-51.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.30% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $23,646 | $4,647+408.9% | $4,425+434.4% | $4,248+456.7% |
| Participant deferral / active EE | $33,996 | $8,044+322.6% | $7,759+338.1% | $6,531+420.5% |
| Admin fee / account holder | $3,244 | $14,755-78.0% | $13,620-76.2% | $14,480-77.6% |