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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 | $71,078 | $155,555-54.3% | $146,866-51.6% | $155,188-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.89% | 115.41%-97.5pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,611 | $4,647-65.3% | $4,425-63.6% | $4,248-62.1% |
| Participant deferral / active EE | $7,204 | $8,044-10.4% | $7,759-7.2% | $6,531+10.3% |
| Admin fee / account holder | $640 | $14,755-95.7% | $13,620-95.3% | $14,480-95.6% |