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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 | $135,185 | $155,555-13.1% | $146,866-8.0% | $155,188-12.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.78% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,815 | $4,647-39.4% | $4,425-36.4% | $4,248-33.7% |
| Participant deferral / active EE | $18,808 | $8,044+133.8% | $7,759+142.4% | $6,531+188.0% |
| Admin fee / account holder | $4,605 | $14,755-68.8% | $13,620-66.2% | $14,480-68.2% |