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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 | $62,981 | $201,264-68.7% | $184,185-65.8% | $145,978-56.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.16% | 29.00%-14.8pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $5,929 | $7,021-15.6% | $6,426-7.7% | $4,662+27.2% |
| Participant deferral / active EE | $5,914 | $9,806-39.7% | $9,132-35.2% | $6,690-11.6% |
| Admin fee / account holder | $718 | $16,376-95.6% | $13,909-94.8% | $13,400-94.6% |