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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 | $67,346 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.76% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $6,048 | $4,647+30.1% | $4,425+36.7% | $4,248+42.4% |
| Participant deferral / active EE | $17,764 | $8,044+120.8% | $7,759+128.9% | $6,531+172.0% |
| Admin fee / account holder | $8,668 | $14,755-41.3% | $13,620-36.4% | $14,480-40.1% |