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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 | $46,460 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.48% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $4,921 | $4,804+2.4% | $4,554+8.0% | $4,156+18.4% |
| Participant deferral / active EE | $12,124 | $8,216+47.6% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $617 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |