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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 | $50,905 | $174,379-70.8% | $152,093-66.5% | $138,895-63.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.93% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,029 | $4,652-77.9% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $6,774 | $6,159+10.0% | $5,451+24.3% | $6,396+5.9% |
| Admin fee / account holder | $341 | $16,880-98.0% | $14,497-97.6% | $12,562-97.3% |