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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 | $70,688 | $174,379-59.5% | $152,093-53.5% | $138,895-49.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.76% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,777 | $4,652-40.3% | $4,175-33.5% | $4,194-33.8% |
| Participant deferral / active EE | $5,434 | $6,159-11.8% | $5,451-0.3% | $6,396-15.0% |
| Admin fee / account holder | $396 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |