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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 | $115,664 | $154,228-25.0% | $145,433-20.5% | $137,256-15.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,590 | $4,804-4.5% | $4,554+0.8% | $4,156+10.4% |
| Participant deferral / active EE | $15,551 | $8,216+89.3% | $7,897+96.9% | $6,407+142.7% |
| Admin fee / account holder | $440 | $14,344-96.9% | $13,129-96.7% | $12,270-96.4% |