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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 | $69,486 | $155,555-55.3% | $146,866-52.7% | $155,188-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.78% | 115.41%-101.6pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,006 | $4,647-13.8% | $4,425-9.5% | $4,248-5.7% |
| Participant deferral / active EE | $4,629 | $8,044-42.5% | $7,759-40.3% | $6,531-29.1% |
| Admin fee / account holder | $7,239 | $14,755-50.9% | $13,620-46.8% | $14,480-50.0% |