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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 | $22,015 | $174,379-87.4% | $152,093-85.5% | $138,895-84.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.89% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,793 | $4,652+24.5% | $4,175+38.8% | $4,194+38.1% |
| Participant deferral / active EE | $4,656 | $6,159-24.4% | $5,451-14.6% | $6,396-27.2% |
| Admin fee / account holder | $527 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |