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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 | $68,881 | $154,228-55.3% | $145,433-52.6% | $137,256-49.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,396 | $4,804+33.1% | $4,554+40.4% | $4,156+53.9% |
| Participant deferral / active EE | $13,585 | $8,216+65.3% | $7,897+72.0% | $6,407+112.0% |
| Admin fee / account holder | $436 | $14,344-97.0% | $13,129-96.7% | $12,270-96.4% |