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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 | $81,475 | $155,555-47.6% | $146,866-44.5% | $155,188-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.34% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,880 | $4,647-59.6% | $4,425-57.5% | $4,248-55.8% |
| Participant deferral / active EE | $11,232 | $8,044+39.6% | $7,759+44.8% | $6,531+72.0% |
| Admin fee / account holder | $1,840 | $14,755-87.5% | $13,620-86.5% | $14,480-87.3% |