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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 | $91,878 | $174,379-47.3% | $152,093-39.6% | $138,895-33.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.69% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,856 | $4,652-60.1% | $4,175-55.5% | $4,194-55.7% |
| Participant deferral / active EE | $7,772 | $6,159+26.2% | $5,451+42.6% | $6,396+21.5% |
| Admin fee / account holder | $494 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |