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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 | $63,067 | $174,379-63.8% | $152,093-58.5% | $138,895-54.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.35% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,489 | $4,652-46.5% | $4,175-40.4% | $4,194-40.7% |
| Participant deferral / active EE | $5,984 | $6,159-2.8% | $5,451+9.8% | $6,396-6.4% |
| Admin fee / account holder | $1,953 | $16,880-88.4% | $14,497-86.5% | $12,562-84.5% |