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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 | $72,692 | $155,555-53.3% | $146,866-50.5% | $155,188-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.22% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $13,973 | $4,647+200.7% | $4,425+215.8% | $4,248+228.9% |
| Participant deferral / active EE | $14,896 | $8,044+85.2% | $7,759+92.0% | $6,531+128.1% |
| Admin fee / account holder | $322 | $14,755-97.8% | $13,620-97.6% | $14,480-97.8% |