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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 | $156,398-62.8% | $147,318-60.6% | $138,895-58.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.25% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,911 | $4,853-19.4% | $4,593-14.9% | $4,194-6.8% |
| Participant deferral / active EE | $16,434 | $8,237+99.5% | $7,906+107.9% | $6,396+156.9% |
| Admin fee / account holder | $529 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |