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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 | $68,533 | $154,228-55.6% | $145,433-52.9% | $137,256-50.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,671 | $4,804-44.4% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $8,241 | $8,216+0.3% | $7,897+4.4% | $6,407+28.6% |
| Admin fee / account holder | $50,515 | $14,344+252.2% | $13,129+284.8% | $12,270+311.7% |