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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 | $75,170 | $155,555-51.7% | $146,866-48.8% | $155,188-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.50% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.3pp |
| Employer contribution / active EE | $4,115 | $4,647-11.4% | $4,425-7.0% | $4,248-3.1% |
| Participant deferral / active EE | $3,895 | $8,044-51.6% | $7,759-49.8% | $6,531-40.4% |
| Admin fee / account holder | $2,760 | $14,755-81.3% | $13,620-79.7% | $14,480-80.9% |