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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 | $70,997 | $156,398-54.6% | $147,318-51.8% | $138,895-48.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.81% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,413 | $4,853-50.3% | $4,593-47.5% | $4,194-42.5% |
| Participant deferral / active EE | $6,595 | $8,237-19.9% | $7,906-16.6% | $6,396+3.1% |
| Admin fee / account holder | $2,561 | $14,976-82.9% | $13,708-81.3% | $12,562-79.6% |