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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 | $62,289 | $154,228-59.6% | $145,433-57.2% | $137,256-54.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,160 | $4,804-13.4% | $4,554-8.7% | $4,156+0.1% |
| Participant deferral / active EE | $8,265 | $8,216+0.6% | $7,897+4.6% | $6,407+29.0% |
| Admin fee / account holder | $503 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |