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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 | $71,722 | $165,381-56.6% | $149,730-52.1% | $158,966-54.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.18% | 348.29%-312.1pp | 276.70%-240.5pp | 302.95%-266.8pp |
| Employer contribution / active EE | $5,495 | $5,104+7.7% | $4,645+18.3% | $4,762+15.4% |
| Participant deferral / active EE | $12,428 | $7,182+73.0% | $6,843+81.6% | $5,983+107.7% |
| Admin fee / account holder | $327 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |