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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 | $67,682 | $154,228-56.1% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,765 | $4,804-21.6% | $4,554-17.3% | $4,156-9.4% |
| Participant deferral / active EE | $3,765 | $8,216-54.2% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $700 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |