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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 | $66,626 | $155,555-57.2% | $146,866-54.6% | $155,188-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.88% | 115.41%-93.5pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $6,303 | $4,647+35.6% | $4,425+42.5% | $4,248+48.4% |
| Participant deferral / active EE | $20,031 | $8,044+149.0% | $7,759+158.2% | $6,531+206.7% |
| Admin fee / account holder | $1,060 | $14,755-92.8% | $13,620-92.2% | $14,480-92.7% |