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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 | $53,082 | $154,228-65.6% | $145,433-63.5% | $137,256-61.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,260 | $4,804-53.0% | $4,554-50.4% | $4,156-45.6% |
| Participant deferral / active EE | $3,988 | $8,216-51.5% | $7,897-49.5% | $6,407-37.8% |
| Admin fee / account holder | $541 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |