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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 | $76,042 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.59% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,880 | $4,804-19.2% | $4,554-14.8% | $4,156-6.7% |
| Participant deferral / active EE | $4,746 | $8,216-42.2% | $7,897-39.9% | $6,407-25.9% |
| Admin fee / account holder | $805 | $14,344-94.4% | $13,129-93.9% | $12,270-93.4% |