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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 | $52,362 | $154,228-66.0% | $145,433-64.0% | $137,256-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.28% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,166 | $4,804-34.1% | $4,554-30.5% | $4,156-23.8% |
| Participant deferral / active EE | $5,483 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $618 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |