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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 | $66,795 | $181,062-63.1% | $158,223-57.8% | $155,188-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.67% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $5,365 | $4,565+17.5% | $4,109+30.6% | $4,248+26.3% |
| Participant deferral / active EE | $5,538 | $6,134-9.7% | $5,467+1.3% | $6,531-15.2% |
| Admin fee / account holder | $932 | $18,825-95.0% | $16,047-94.2% | $14,480-93.6% |