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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 | $68,026 | $174,379-61.0% | $152,093-55.3% | $138,895-51.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.82% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,888 | $4,652-37.9% | $4,175-30.8% | $4,194-31.1% |
| Participant deferral / active EE | $4,947 | $6,159-19.7% | $5,451-9.3% | $6,396-22.7% |
| Admin fee / account holder | $20,672 | $16,880+22.5% | $14,497+42.6% | $12,562+64.6% |