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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 | $85,004 | $139,948-39.3% | $121,663-30.1% | $154,746-45.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.89% | 230.52%-216.6pp | 147.54%-133.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,391 | $3,521-3.7% | $3,020+12.3% | $4,379-22.6% |
| Participant deferral / active EE | $3,589 | $5,629-36.2% | $4,887-26.6% | $6,730-46.7% |
| Admin fee / account holder | $877 | $17,321-94.9% | $14,289-93.9% | $14,365-93.9% |