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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 | $56,417 | $156,398-63.9% | $147,318-61.7% | $138,895-59.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.80% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,704 | $4,853-64.9% | $4,593-62.9% | $4,194-59.4% |
| Participant deferral / active EE | $14,736 | $8,237+78.9% | $7,906+86.4% | $6,396+130.4% |
| Admin fee / account holder | $316 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |