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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 | $77,630 | $154,228-49.7% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.57% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,468 | $4,804-27.8% | $4,554-23.8% | $4,156-16.5% |
| Participant deferral / active EE | $11,117 | $8,216+35.3% | $7,897+40.8% | $6,407+73.5% |
| Admin fee / account holder | $477 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |