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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 | $58,949 | $156,398-62.3% | $147,318-60.0% | $138,895-57.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.03% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,264 | $4,853-32.7% | $4,593-28.9% | $4,194-22.2% |
| Participant deferral / active EE | $11,100 | $8,237+34.8% | $7,906+40.4% | $6,396+73.5% |
| Admin fee / account holder | $827 | $14,976-94.5% | $13,708-94.0% | $12,562-93.4% |