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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 | $63,462 | $154,228-58.9% | $145,433-56.4% | $137,256-53.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,026 | $4,804+46.2% | $4,554+54.3% | $4,156+69.1% |
| Participant deferral / active EE | $5,574 | $8,216-32.2% | $7,897-29.4% | $6,407-13.0% |
| Admin fee / account holder | $344 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |