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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 | $128,206 | $155,555-17.6% | $146,866-12.7% | $155,188-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.43% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,657 | $4,647-42.8% | $4,425-39.9% | $4,248-37.4% |
| Participant deferral / active EE | $14,265 | $8,044+77.3% | $7,759+83.8% | $6,531+118.4% |
| Admin fee / account holder | $5,433 | $14,755-63.2% | $13,620-60.1% | $14,480-62.5% |