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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 | $112,180 | $155,555-27.9% | $146,866-23.6% | $155,188-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.54% | 115.41%-92.9pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,005 | $4,647-78.4% | $4,425-77.3% | $4,248-76.3% |
| Participant deferral / active EE | $12,613 | $8,044+56.8% | $7,759+62.6% | $6,531+93.1% |
| Admin fee / account holder | $5,781 | $14,755-60.8% | $13,620-57.6% | $14,480-60.1% |