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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 | $64,406 | $155,555-58.6% | $146,866-56.1% | $155,188-58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.30% | 115.41%-93.1pp | 102.85%-80.6pp | 148.84%-126.5pp |
| Employer contribution / active EE | $6,327 | $4,647+36.2% | $4,425+43.0% | $4,248+48.9% |
| Participant deferral / active EE | $18,629 | $8,044+131.6% | $7,759+140.1% | $6,531+185.2% |
| Admin fee / account holder | $1,259 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |