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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 | $62,608 | $155,555-59.8% | $146,866-57.4% | $155,188-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.36% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $5,562 | $4,647+19.7% | $4,425+25.7% | $4,248+30.9% |
| Participant deferral / active EE | $9,973 | $8,044+24.0% | $7,759+28.5% | $6,531+52.7% |
| Admin fee / account holder | $4,798 | $14,755-67.5% | $13,620-64.8% | $14,480-66.9% |