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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 | $46,325 | $185,312-75.0% | $161,489-71.3% | $154,746-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.41% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,732 | $4,769-0.8% | $4,268+10.9% | $4,379+8.1% |
| Participant deferral / active EE | $2,349 | $6,350-63.0% | $5,630-58.3% | $6,730-65.1% |
| Admin fee / account holder | $325 | $18,654-98.3% | $16,006-98.0% | $14,365-97.7% |