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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 | $128,095 | $155,555-17.7% | $146,866-12.8% | $155,188-17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.77% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,689 | $4,647-42.1% | $4,425-39.2% | $4,248-36.7% |
| Participant deferral / active EE | $12,027 | $8,044+49.5% | $7,759+55.0% | $6,531+84.2% |
| Admin fee / account holder | $13,444 | $14,755-8.9% | $13,620-1.3% | $14,480-7.2% |