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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 | $62,941 | $174,379-63.9% | $152,093-58.6% | $138,895-54.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.28% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $7,041 | $4,652+51.4% | $4,175+68.7% | $4,194+67.9% |
| Participant deferral / active EE | $7,991 | $6,159+29.7% | $5,451+46.6% | $6,396+24.9% |
| Admin fee / account holder | $508 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |