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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 | $59,464 | $154,228-61.4% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,353 | $4,804-71.8% | $4,554-70.3% | $4,156-67.4% |
| Participant deferral / active EE | $12,999 | $8,216+58.2% | $7,897+64.6% | $6,407+102.9% |
| Admin fee / account holder | $4,055 | $14,344-71.7% | $13,129-69.1% | $12,270-67.0% |