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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 | $56,681 | $154,228-63.2% | $145,433-61.0% | $137,256-58.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,455 | $4,804+13.5% | $4,554+19.8% | $4,156+31.2% |
| Participant deferral / active EE | $4,140 | $8,216-49.6% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $2,879 | $14,344-79.9% | $13,129-78.1% | $12,270-76.5% |