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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 | $62,099 | $162,136-61.7% | $152,301-59.2% | $154,746-59.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,464 | $4,890-29.2% | $4,624-25.1% | $4,379-20.9% |
| Participant deferral / active EE | $8,981 | $8,341+7.7% | $8,004+12.2% | $6,730+33.4% |
| Admin fee / account holder | $16,542 | $15,759+5.0% | $14,398+14.9% | $14,365+15.2% |