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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 | $58,005 | $154,228-62.4% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,332 | $4,804-72.3% | $4,554-70.8% | $4,156-68.0% |
| Participant deferral / active EE | $8,788 | $8,216+7.0% | $7,897+11.3% | $6,407+37.2% |
| Admin fee / account holder | $393 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |