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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 | $53,622 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,269 | $4,804-32.0% | $4,554-28.2% | $4,156-21.3% |
| Participant deferral / active EE | $4,779 | $8,216-41.8% | $7,897-39.5% | $6,407-25.4% |
| Admin fee / account holder | $14,988 | $14,344+4.5% | $13,129+14.2% | $12,270+22.1% |