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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 | $145,226 | $155,555-6.6% | $146,866-1.1% | $155,188-6.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 15.26% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,255 | $4,647-51.5% | $4,425-49.0% | $4,248-46.9% |
| Participant deferral / active EE | $6,265 | $8,044-22.1% | $7,759-19.3% | $6,531-4.1% |
| Admin fee / account holder | $1,423 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |