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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 | $102,868 | $155,555-33.9% | $146,866-30.0% | $155,188-33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.74% | 115.41%-101.7pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,832 | $4,647+4.0% | $4,425+9.2% | $4,248+13.8% |
| Participant deferral / active EE | $8,887 | $8,044+10.5% | $7,759+14.5% | $6,531+36.1% |
| Admin fee / account holder | $1,357 | $14,755-90.8% | $13,620-90.0% | $14,480-90.6% |