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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 | $62,771 | $174,379-64.0% | $152,093-58.7% | $138,895-54.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 111.94% | 74.86%+37.1pp | 66.36%+45.6pp | 145.39%-33.5pp |
| Employer contribution / active EE | $2,319 | $4,652-50.2% | $4,175-44.5% | $4,194-44.7% |
| Participant deferral / active EE | $5,947 | $6,159-3.4% | $5,451+9.1% | $6,396-7.0% |
| Admin fee / account holder | $549 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |