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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 | $62,541 | $174,379-64.1% | $152,093-58.9% | $138,895-55.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.77% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,873 | $4,652-38.2% | $4,175-31.2% | $4,194-31.5% |
| Participant deferral / active EE | $8,670 | $6,159+40.8% | $5,451+59.0% | $6,396+35.5% |
| Admin fee / account holder | $953 | $16,880-94.4% | $14,497-93.4% | $12,562-92.4% |