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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 | $116,047 | $139,948-17.1% | $121,663-4.6% | $154,746-25.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 21.70% | 230.52%-208.8pp | 147.54%-125.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $6,119 | $3,521+73.8% | $3,020+102.6% | $4,379+39.7% |
| Participant deferral / active EE | $13,752 | $5,629+144.3% | $4,887+181.4% | $6,730+104.3% |
| Admin fee / account holder | $443 | $17,321-97.4% | $14,289-96.9% | $14,365-96.9% |