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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 | $140,713 | $155,555-9.5% | $146,866-4.2% | $155,188-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.39% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.4pp |
| Employer contribution / active EE | $4,476 | $4,647-3.7% | $4,425+1.1% | $4,248+5.4% |
| Participant deferral / active EE | $6,678 | $8,044-17.0% | $7,759-13.9% | $6,531+2.2% |
| Admin fee / account holder | $16,018 | $14,755+8.6% | $13,620+17.6% | $14,480+10.6% |