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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 | $67,619 | $156,398-56.8% | $147,318-54.1% | $138,895-51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.54% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,290 | $4,853-73.4% | $4,593-71.9% | $4,194-69.2% |
| Participant deferral / active EE | $7,895 | $8,237-4.2% | $7,906-0.1% | $6,396+23.4% |
| Admin fee / account holder | $410 | $14,976-97.3% | $13,708-97.0% | $12,562-96.7% |