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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 | $89,203 | $156,398-43.0% | $147,318-39.4% | $138,895-35.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.27% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,466 | $4,853+12.6% | $4,593+19.0% | $4,194+30.3% |
| Participant deferral / active EE | $17,016 | $8,237+106.6% | $7,906+115.2% | $6,396+166.0% |
| Admin fee / account holder | $1,993 | $14,976-86.7% | $13,708-85.5% | $12,562-84.1% |