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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 | $60,049 | $182,442-67.1% | $163,379-63.2% | $138,895-56.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.53% | 72.74%-60.2pp | 63.41%-50.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,916 | $4,159-5.8% | $3,752+4.4% | $4,194-6.6% |
| Participant deferral / active EE | $12,969 | $6,817+90.2% | $6,282+106.5% | $6,396+102.8% |
| Admin fee / account holder | $23,633 | $10,396+127.3% | $9,818+140.7% | $12,562+88.1% |