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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 | $67,193 | $197,625-66.0% | $177,840-62.2% | $158,966-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.00% | 58.76%-40.8pp | 48.32%-30.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $4,863 | $6,698-27.4% | $5,919-17.8% | $4,762+2.1% |
| Participant deferral / active EE | $8,122 | $8,405-3.4% | $7,714+5.3% | $5,983+35.8% |
| Admin fee / account holder | $694 | $15,405-95.5% | $12,431-94.4% | $11,250-93.8% |