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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 | $71,914 | $181,062-60.3% | $158,223-54.5% | $155,188-53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.82% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $4,625 | $4,565+1.3% | $4,109+12.6% | $4,248+8.9% |
| Participant deferral / active EE | $6,297 | $6,134+2.6% | $5,467+15.2% | $6,531-3.6% |
| Admin fee / account holder | $914 | $18,825-95.1% | $16,047-94.3% | $14,480-93.7% |