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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 | $109,497 | $155,555-29.6% | $146,866-25.4% | $155,188-29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.02% | 115.41%-104.4pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,055 | $4,647-34.2% | $4,425-31.0% | $4,248-28.1% |
| Participant deferral / active EE | $9,054 | $8,044+12.6% | $7,759+16.7% | $6,531+38.6% |
| Admin fee / account holder | $13,206 | $14,755-10.5% | $13,620-3.0% | $14,480-8.8% |