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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 | $60,796 | $155,555-60.9% | $146,866-58.6% | $155,188-60.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.82% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,536 | $4,647-45.4% | $4,425-42.7% | $4,248-40.3% |
| Participant deferral / active EE | $20,741 | $8,044+157.8% | $7,759+167.3% | $6,531+217.6% |
| Admin fee / account holder | $844 | $14,755-94.3% | $13,620-93.8% | $14,480-94.2% |