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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 | $61,272 | $178,174-65.6% | $156,181-60.8% | $137,256-55.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.03% | 84.19%-66.2pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,183 | $4,972-36.0% | $4,294-25.9% | $4,156-23.4% |
| Participant deferral / active EE | $4,236 | $6,888-38.5% | $6,132-30.9% | $6,407-33.9% |
| Admin fee / account holder | $651 | $17,404-96.3% | $14,586-95.5% | $12,270-94.7% |