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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 | $88,895 | $155,555-42.9% | $146,866-39.5% | $155,188-42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.23% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $4,063 | $4,647-12.6% | $4,425-8.2% | $4,248-4.3% |
| Participant deferral / active EE | $15,988 | $8,044+98.7% | $7,759+106.0% | $6,531+144.8% |
| Admin fee / account holder | $12,794 | $14,755-13.3% | $13,620-6.1% | $14,480-11.6% |