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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 | $62,364 | $154,228-59.6% | $145,433-57.1% | $137,256-54.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.94% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,047 | $4,804-78.2% | $4,554-77.0% | $4,156-74.8% |
| Participant deferral / active EE | $10,590 | $8,216+28.9% | $7,897+34.1% | $6,407+65.3% |
| Admin fee / account holder | $433 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |