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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 | $68,996 | $155,555-55.6% | $146,866-53.0% | $155,188-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,804 | $4,647-18.1% | $4,425-14.0% | $4,248-10.5% |
| Participant deferral / active EE | $11,703 | $8,044+45.5% | $7,759+50.8% | $6,531+79.2% |
| Admin fee / account holder | $17,481 | $14,755+18.5% | $13,620+28.3% | $14,480+20.7% |