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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 | $62,608 | $156,398-60.0% | $147,318-57.5% | $138,895-54.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.36% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $5,562 | $4,853+14.6% | $4,593+21.1% | $4,194+32.6% |
| Participant deferral / active EE | $9,973 | $8,237+21.1% | $7,906+26.1% | $6,396+55.9% |
| Admin fee / account holder | $4,798 | $14,976-68.0% | $13,708-65.0% | $12,562-61.8% |