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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 | $80,797 | $155,555-48.1% | $146,866-45.0% | $155,188-47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.60% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,588 | $4,647-44.3% | $4,425-41.5% | $4,248-39.1% |
| Participant deferral / active EE | $5,607 | $8,044-30.3% | $7,759-27.7% | $6,531-14.2% |
| Admin fee / account holder | $1,075 | $14,755-92.7% | $13,620-92.1% | $14,480-92.6% |