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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 | $63,684 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,665 | $4,804+17.9% | $4,554+24.4% | $4,156+36.3% |
| Participant deferral / active EE | $13,221 | $8,216+60.9% | $7,897+67.4% | $6,407+106.4% |
| Admin fee / account holder | $564 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |