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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 | $62,992 | $174,379-63.9% | $152,093-58.6% | $138,895-54.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.77% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,184 | $4,652-74.5% | $4,175-71.6% | $4,194-71.8% |
| Participant deferral / active EE | $4,230 | $6,159-31.3% | $5,451-22.4% | $6,396-33.9% |
| Admin fee / account holder | $2,064 | $16,880-87.8% | $14,497-85.8% | $12,562-83.6% |