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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 | $64,469 | $174,379-63.0% | $152,093-57.6% | $138,895-53.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.84% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,019 | $4,652-56.6% | $4,175-51.6% | $4,194-51.9% |
| Participant deferral / active EE | $9,374 | $6,159+52.2% | $5,451+72.0% | $6,396+46.6% |
| Admin fee / account holder | $629 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |