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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 | $59,639 | $176,786-66.3% | $146,643-59.3% | $167,536-64.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.21% | 24.04%+6.2pp | 22.75%+7.5pp | 478.82%-448.6pp |
| Employer contribution / active EE | $2,146 | $5,161-58.4% | $4,137-48.1% | $4,839-55.6% |
| Participant deferral / active EE | $5,705 | $6,440-11.4% | $5,506+3.6% | $6,342-10.1% |
| Admin fee / account holder | $398 | $13,262-97.0% | $10,280-96.1% | $12,315-96.8% |