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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 | $64,766 | $154,228-58.0% | $145,433-55.5% | $137,256-52.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.88% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,417 | $4,804-49.7% | $4,554-46.9% | $4,156-41.9% |
| Participant deferral / active EE | $8,405 | $8,216+2.3% | $7,897+6.4% | $6,407+31.2% |
| Admin fee / account holder | $6,324 | $14,344-55.9% | $13,129-51.8% | $12,270-48.5% |