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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 | $65,128 | $156,398-58.4% | $147,318-55.8% | $138,895-53.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,921 | $4,853-39.8% | $4,593-36.4% | $4,194-30.4% |
| Participant deferral / active EE | $9,372 | $8,237+13.8% | $7,906+18.5% | $6,396+46.5% |
| Admin fee / account holder | $2,408 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |