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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 | $73,970 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,053 | $4,804+26.0% | $4,554+32.9% | $4,156+45.6% |
| Participant deferral / active EE | $23,394 | $8,216+184.7% | $7,897+196.2% | $6,407+265.1% |
| Admin fee / account holder | $21,816 | $14,344+52.1% | $13,129+66.2% | $12,270+77.8% |