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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 | $88,380 | $155,555-43.2% | $146,866-39.8% | $155,188-43.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.27% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $10,527 | $4,647+126.5% | $4,425+137.9% | $4,248+147.8% |
| Participant deferral / active EE | $22,919 | $8,044+184.9% | $7,759+195.4% | $6,531+250.9% |
| Admin fee / account holder | $657 | $14,755-95.5% | $13,620-95.2% | $14,480-95.5% |