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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 | $145,473 | $155,555-6.5% | $146,866-0.9% | $155,188-6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.80% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.0pp |
| Employer contribution / active EE | $5,458 | $4,647+17.5% | $4,425+23.4% | $4,248+28.5% |
| Participant deferral / active EE | $25,772 | $8,044+220.4% | $7,759+232.1% | $6,531+294.6% |
| Admin fee / account holder | $11,863 | $14,755-19.6% | $13,620-12.9% | $14,480-18.1% |