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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 | $80,415 | $210,908-61.9% | $153,643-47.7% | $145,884-44.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.26% | 13.46%+3.8pp | 15.71%+1.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,651 | $6,055-56.2% | $5,039-47.4% | $4,662-43.1% |
| Participant deferral / active EE | $4,627 | $7,976-42.0% | $6,754-31.5% | $6,690-30.8% |
| Admin fee / account holder | $8,451 | $19,477-56.6% | $12,739-33.7% | $13,392-36.9% |