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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 | $70,044 | $154,228-54.6% | $145,433-51.8% | $137,256-49.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.97% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,533 | $4,804-5.6% | $4,554-0.5% | $4,156+9.1% |
| Participant deferral / active EE | $12,415 | $8,216+51.1% | $7,897+57.2% | $6,407+93.8% |
| Admin fee / account holder | $394 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |