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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 | $57,044 | $154,228-63.0% | $145,433-60.8% | $137,256-58.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.77% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,611 | $4,804-24.8% | $4,554-20.7% | $4,156-13.1% |
| Participant deferral / active EE | $16,090 | $8,216+95.8% | $7,897+103.7% | $6,407+151.1% |
| Admin fee / account holder | $494 | $14,344-96.6% | $13,129-96.2% | $12,270-96.0% |