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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 | $60,335 | $154,228-60.9% | $145,433-58.5% | $137,256-56.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.98% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,074 | $4,804-36.0% | $4,554-32.5% | $4,156-26.0% |
| Participant deferral / active EE | $12,904 | $8,216+57.1% | $7,897+63.4% | $6,407+101.4% |
| Admin fee / account holder | $2,130 | $14,344-85.2% | $13,129-83.8% | $12,270-82.6% |