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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 | $66,601 | $156,398-57.4% | $147,318-54.8% | $138,895-52.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.55% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $6,434 | $4,853+32.6% | $4,593+40.1% | $4,194+53.4% |
| Participant deferral / active EE | $8,684 | $8,237+5.4% | $7,906+9.8% | $6,396+35.8% |
| Admin fee / account holder | $647 | $14,976-95.7% | $13,708-95.3% | $12,562-94.9% |