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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 | $75,683 | $155,555-51.3% | $146,866-48.5% | $155,188-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.71% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $13,658 | $4,647+193.9% | $4,425+208.7% | $4,248+221.5% |
| Participant deferral / active EE | $7,948 | $8,044-1.2% | $7,759+2.4% | $6,531+21.7% |
| Admin fee / account holder | $624 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |