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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 | $67,007 | $155,555-56.9% | $146,866-54.4% | $155,188-56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.76% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $3,587 | $4,647-22.8% | $4,425-18.9% | $4,248-15.6% |
| Participant deferral / active EE | $11,157 | $8,044+38.7% | $7,759+43.8% | $6,531+70.8% |
| Admin fee / account holder | $444 | $14,755-97.0% | $13,620-96.7% | $14,480-96.9% |