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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 | $60,574 | $154,228-60.7% | $145,433-58.3% | $137,256-55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,875 | $4,804-40.1% | $4,554-36.9% | $4,156-30.8% |
| Participant deferral / active EE | $6,204 | $8,216-24.5% | $7,897-21.4% | $6,407-3.2% |
| Admin fee / account holder | $910 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |