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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 | $32,395 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,715 | $4,804-64.3% | $4,554-62.4% | $4,156-58.7% |
| Participant deferral / active EE | $6,377 | $8,216-22.4% | $7,897-19.3% | $6,407-0.5% |
| Admin fee / account holder | $409 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |