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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 | $39,569 | $174,379-77.3% | $152,093-74.0% | $138,895-71.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 116.00% | 74.86%+41.1pp | 66.36%+49.6pp | 145.39%-29.4pp |
| Employer contribution / active EE | $5,302 | $4,652+14.0% | $4,175+27.0% | $4,194+26.4% |
| Participant deferral / active EE | $11,975 | $6,159+94.4% | $5,451+119.7% | $6,396+87.2% |
| Admin fee / account holder | $963 | $16,880-94.3% | $14,497-93.4% | $12,562-92.3% |