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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 | $64,527 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.87% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $6,542 | $4,853+34.8% | $4,593+42.4% | $4,194+56.0% |
| Participant deferral / active EE | $7,588 | $8,237-7.9% | $7,906-4.0% | $6,396+18.6% |
| Admin fee / account holder | $884 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |