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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 | $63,925 | $154,228-58.6% | $145,433-56.0% | $137,256-53.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.69% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,137 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $5,829 | $8,216-29.1% | $7,897-26.2% | $6,407-9.0% |
| Admin fee / account holder | $499 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |