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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 | $46,122 | $156,398-70.5% | $147,318-68.7% | $138,895-66.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.70% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,814 | $4,853-0.8% | $4,593+4.8% | $4,194+14.8% |
| Participant deferral / active EE | $15,452 | $8,237+87.6% | $7,906+95.4% | $6,396+141.6% |
| Admin fee / account holder | $15,328 | $14,976+2.4% | $13,708+11.8% | $12,562+22.0% |