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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 | $156,398-51.6% | $147,318-48.6% | $138,895-45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $13,658 | $4,853+181.4% | $4,593+197.4% | $4,194+225.6% |
| Participant deferral / active EE | $7,948 | $8,237-3.5% | $7,906+0.5% | $6,396+24.3% |
| Admin fee / account holder | $624 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |