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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 | $64,905 | $155,555-58.3% | $146,866-55.8% | $155,188-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.50% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,321 | $4,647-71.6% | $4,425-70.1% | $4,248-68.9% |
| Participant deferral / active EE | $13,625 | $8,044+69.4% | $7,759+75.6% | $6,531+108.6% |
| Admin fee / account holder | $5,454 | $14,755-63.0% | $13,620-60.0% | $14,480-62.3% |