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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 | $107,286 | $155,555-31.0% | $146,866-26.9% | $155,188-30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.40% | 115.41%-95.0pp | 102.85%-82.5pp | 148.84%-128.4pp |
| Employer contribution / active EE | $4,489 | $4,647-3.4% | $4,425+1.4% | $4,248+5.7% |
| Participant deferral / active EE | $12,959 | $8,044+61.1% | $7,759+67.0% | $6,531+98.4% |
| Admin fee / account holder | $581 | $14,755-96.1% | $13,620-95.7% | $14,480-96.0% |