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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 | $58,108 | $154,228-62.3% | $145,433-60.0% | $137,256-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.25% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,911 | $4,804-18.6% | $4,554-14.1% | $4,156-5.9% |
| Participant deferral / active EE | $16,434 | $8,216+100.0% | $7,897+108.1% | $6,407+156.5% |
| Admin fee / account holder | $529 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |