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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 | $59,748 | $174,379-65.7% | $152,093-60.7% | $138,895-57.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.73% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,011 | $4,652-56.8% | $4,175-51.8% | $4,194-52.0% |
| Participant deferral / active EE | $9,267 | $6,159+50.5% | $5,451+70.0% | $6,396+44.9% |
| Admin fee / account holder | $888 | $16,880-94.7% | $14,497-93.9% | $12,562-92.9% |