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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 | $84,653 | $155,555-45.6% | $146,866-42.4% | $155,188-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 117.56% | 115.41%+2.1pp | 102.85%+14.7pp | 148.84%-31.3pp |
| Employer contribution / active EE | $4,727 | $4,647+1.7% | $4,425+6.8% | $4,248+11.3% |
| Participant deferral / active EE | $13,827 | $8,044+71.9% | $7,759+78.2% | $6,531+111.7% |
| Admin fee / account holder | $901 | $14,755-93.9% | $13,620-93.4% | $14,480-93.8% |