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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 | $57,697 | $154,228-62.6% | $145,433-60.3% | $137,256-58.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,582 | $4,804+16.2% | $4,554+22.5% | $4,156+34.3% |
| Participant deferral / active EE | $7,881 | $8,216-4.1% | $7,897-0.2% | $6,407+23.0% |
| Admin fee / account holder | $1,598 | $14,344-88.9% | $13,129-87.8% | $12,270-87.0% |