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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 | $58,051 | $154,228-62.4% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,927 | $4,804-18.3% | $4,554-13.8% | $4,156-5.5% |
| Participant deferral / active EE | $6,136 | $8,216-25.3% | $7,897-22.3% | $6,407-4.2% |
| Admin fee / account holder | $320 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |