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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 | $82,400 | $124,213-33.7% | $118,106-30.2% | $154,746-46.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 13.90% | 18.29%-4.4pp | 19.44%-5.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $5,054 | $4,905+3.0% | $4,698+7.6% | $4,379+15.4% |
| Participant deferral / active EE | $5,054 | $6,859-26.3% | $6,619-23.6% | $6,730-24.9% |
| Admin fee / account holder | $21,230 | $9,627+120.5% | $8,973+136.6% | $14,365+47.8% |