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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 | $54,757 | $178,174-69.3% | $156,181-64.9% | $137,256-60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.29% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,892 | $4,972-1.6% | $4,294+13.9% | $4,156+17.7% |
| Participant deferral / active EE | $2,101 | $6,888-69.5% | $6,132-65.7% | $6,407-67.2% |
| Admin fee / account holder | $487 | $17,404-97.2% | $14,586-96.7% | $12,270-96.0% |