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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 | $57,300 | $156,398-63.4% | $147,318-61.1% | $138,895-58.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.02% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,548 | $4,853-68.1% | $4,593-66.3% | $4,194-63.1% |
| Participant deferral / active EE | $7,809 | $8,237-5.2% | $7,906-1.2% | $6,396+22.1% |
| Admin fee / account holder | $962 | $14,976-93.6% | $13,708-93.0% | $12,562-92.3% |