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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 | $60,956 | $154,228-60.5% | $145,433-58.1% | $137,256-55.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.18% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,588 | $4,804-4.5% | $4,554+0.7% | $4,156+10.4% |
| Participant deferral / active EE | $8,873 | $8,216+8.0% | $7,897+12.4% | $6,407+38.5% |
| Admin fee / account holder | $773 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |