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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 | $61,923 | $154,228-59.8% | $145,433-57.4% | $137,256-54.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,785 | $4,804+20.4% | $4,554+27.0% | $4,156+39.2% |
| Participant deferral / active EE | $11,610 | $8,216+41.3% | $7,897+47.0% | $6,407+81.2% |
| Admin fee / account holder | $7,902 | $14,344-44.9% | $13,129-39.8% | $12,270-35.6% |