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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 | $117,290 | $254,759-54.0% | $216,567-45.8% | $198,609-40.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.33% | 10.04%+8.3pp | 12.94%+5.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $5,163 | $6,096-15.3% | $5,216-1.0% | $5,055+2.1% |
| Participant deferral / active EE | $11,980 | $6,948+72.4% | $6,191+93.5% | $6,977+71.7% |
| Admin fee / account holder | $865 | $26,311-96.7% | $21,981-96.1% | $19,030-95.5% |