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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 | $52,783 | $154,228-65.8% | $145,433-63.7% | $137,256-61.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,071 | $4,804+5.6% | $4,554+11.3% | $4,156+22.0% |
| Participant deferral / active EE | $11,539 | $8,216+40.4% | $7,897+46.1% | $6,407+80.1% |
| Admin fee / account holder | $4,742 | $14,344-66.9% | $13,129-63.9% | $12,270-61.4% |