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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 | $91,744 | $155,555-41.0% | $146,866-37.5% | $155,188-40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.56% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,690 | $4,647+0.9% | $4,425+6.0% | $4,248+10.4% |
| Participant deferral / active EE | $3,998 | $8,044-50.3% | $7,759-48.5% | $6,531-38.8% |
| Admin fee / account holder | $3,145 | $14,755-78.7% | $13,620-76.9% | $14,480-78.3% |