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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 | $78,390 | $154,228-49.2% | $145,433-46.1% | $137,256-42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.10% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,681 | $4,804-23.4% | $4,554-19.2% | $4,156-11.4% |
| Participant deferral / active EE | $13,145 | $8,216+60.0% | $7,897+66.4% | $6,407+105.2% |
| Admin fee / account holder | $301 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |