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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 | $49,588 | $154,228-67.8% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.02% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,374 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $5,317 | $8,216-35.3% | $7,897-32.7% | $6,407-17.0% |
| Admin fee / account holder | $1,774 | $14,344-87.6% | $13,129-86.5% | $12,270-85.5% |