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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 | $71,050 | $171,930-58.7% | $151,266-53.0% | $154,746-54.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 23.52% | 242.03%-218.5pp | 180.60%-157.1pp | 172.34%-148.8pp |
| Employer contribution / active EE | $4,746 | $4,710+0.8% | $4,237+12.0% | $4,379+8.4% |
| Participant deferral / active EE | $15,296 | $8,191+86.7% | $7,337+108.5% | $6,730+127.3% |
| Admin fee / account holder | $315 | $15,803-98.0% | $13,159-97.6% | $14,365-97.8% |