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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 | $79,658 | $155,555-48.8% | $146,866-45.8% | $155,188-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.03% | 115.41%-91.4pp | 102.85%-78.8pp | 148.84%-124.8pp |
| Employer contribution / active EE | $14,007 | $4,647+201.4% | $4,425+216.6% | $4,248+229.7% |
| Participant deferral / active EE | $22,707 | $8,044+182.3% | $7,759+192.6% | $6,531+247.7% |
| Admin fee / account holder | $1,312 | $14,755-91.1% | $13,620-90.4% | $14,480-90.9% |