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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 | $50,470 | $154,228-67.3% | $145,433-65.3% | $137,256-63.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,821 | $4,804+0.3% | $4,554+5.8% | $4,156+16.0% |
| Participant deferral / active EE | $10,979 | $8,216+33.6% | $7,897+39.0% | $6,407+71.4% |
| Admin fee / account holder | $523 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |