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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 | $73,585 | $155,555-52.7% | $146,866-49.9% | $155,188-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.84% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,651 | $4,647-64.5% | $4,425-62.7% | $4,248-61.1% |
| Participant deferral / active EE | $2,526 | $8,044-68.6% | $7,759-67.5% | $6,531-61.3% |
| Admin fee / account holder | $4,170 | $14,755-71.7% | $13,620-69.4% | $14,480-71.2% |