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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 | $74,577 | $174,379-57.2% | $152,093-51.0% | $138,895-46.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.15% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,596 | $4,652+20.3% | $4,175+34.0% | $4,194+33.4% |
| Participant deferral / active EE | $9,142 | $6,159+48.4% | $5,451+67.7% | $6,396+42.9% |
| Admin fee / account holder | $651 | $16,880-96.1% | $14,497-95.5% | $12,562-94.8% |