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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 | $73,974 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,226 | $4,804-53.7% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $10,939 | $8,216+33.1% | $7,897+38.5% | $6,407+70.7% |
| Admin fee / account holder | $880 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |