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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 | $61,659 | $155,555-60.4% | $146,866-58.0% | $155,188-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 41.43% | 115.41%-74.0pp | 102.85%-61.4pp | 148.84%-107.4pp |
| Employer contribution / active EE | $9,193 | $4,647+97.8% | $4,425+107.8% | $4,248+116.4% |
| Participant deferral / active EE | $14,885 | $8,044+85.0% | $7,759+91.8% | $6,531+127.9% |
| Admin fee / account holder | $603 | $14,755-95.9% | $13,620-95.6% | $14,480-95.8% |