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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 | $61,578 | $178,174-65.4% | $156,181-60.6% | $137,256-55.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.43% | 84.19%-71.8pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,525 | $4,972+31.2% | $4,294+52.0% | $4,156+57.0% |
| Participant deferral / active EE | $5,988 | $6,888-13.1% | $6,132-2.3% | $6,407-6.5% |
| Admin fee / account holder | $867 | $17,404-95.0% | $14,586-94.1% | $12,270-92.9% |