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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 | $64,098 | $154,228-58.4% | $145,433-55.9% | $137,256-53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,906 | $4,804+43.8% | $4,554+51.6% | $4,156+66.2% |
| Participant deferral / active EE | $13,605 | $8,216+65.6% | $7,897+72.3% | $6,407+112.3% |
| Admin fee / account holder | $2,138 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |