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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 | $71,281 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.73% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,471 | $4,804-48.6% | $4,554-45.8% | $4,156-40.6% |
| Participant deferral / active EE | $11,006 | $8,216+34.0% | $7,897+39.4% | $6,407+71.8% |
| Admin fee / account holder | $2,796 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |