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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 | $64,615 | $154,228-58.1% | $145,433-55.6% | $137,256-52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,434 | $4,804+13.1% | $4,554+19.3% | $4,156+30.8% |
| Participant deferral / active EE | $12,386 | $8,216+50.7% | $7,897+56.8% | $6,407+93.3% |
| Admin fee / account holder | $15,809 | $14,344+10.2% | $13,129+20.4% | $12,270+28.8% |