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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 | $82,358 | $155,555-47.1% | $146,866-43.9% | $155,188-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.08% | 115.41%-94.3pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $7,966 | $4,647+71.4% | $4,425+80.0% | $4,248+87.5% |
| Participant deferral / active EE | $18,464 | $8,044+129.5% | $7,759+138.0% | $6,531+182.7% |
| Admin fee / account holder | $7,889 | $14,755-46.5% | $13,620-42.1% | $14,480-45.5% |