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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 | $62,325 | $228,395-72.7% | $185,861-66.5% | $158,982-60.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.33% | 40.82%-23.5pp | 35.96%-18.6pp | 302.99%-285.7pp |
| Employer contribution / active EE | $2,899 | $4,968-41.6% | $4,088-29.1% | $4,763-39.1% |
| Participant deferral / active EE | $6,911 | $6,417+7.7% | $5,634+22.7% | $5,983+15.5% |
| Admin fee / account holder | $526 | $11,869-95.6% | $9,503-94.5% | $11,252-95.3% |