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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 | $54,065 | $181,062-70.1% | $158,223-65.8% | $155,188-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.70% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,817 | $4,565-38.3% | $4,109-31.4% | $4,248-33.7% |
| Participant deferral / active EE | $3,467 | $6,134-43.5% | $5,467-36.6% | $6,531-46.9% |
| Admin fee / account holder | $491 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |