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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 | $159,739 | $155,555+2.7% | $146,866+8.8% | $155,188+2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.47% | 115.41%-101.9pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $4,293 | $4,647-7.6% | $4,425-3.0% | $4,248+1.1% |
| Participant deferral / active EE | $4,857 | $8,044-39.6% | $7,759-37.4% | $6,531-25.6% |
| Admin fee / account holder | $1,923 | $14,755-87.0% | $13,620-85.9% | $14,480-86.7% |