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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 | $198,186 | $155,555+27.4% | $146,866+34.9% | $155,188+27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.03% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,762 | $4,647-40.6% | $4,425-37.6% | $4,248-35.0% |
| Participant deferral / active EE | $6,365 | $8,044-20.9% | $7,759-18.0% | $6,531-2.5% |
| Admin fee / account holder | $2,149 | $14,755-85.4% | $13,620-84.2% | $14,480-85.2% |