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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 | $134,100 | $155,555-13.8% | $146,866-8.7% | $155,188-13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.17% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,452 | $4,647-68.7% | $4,425-67.2% | $4,248-65.8% |
| Participant deferral / active EE | $6,913 | $8,044-14.1% | $7,759-10.9% | $6,531+5.8% |
| Admin fee / account holder | $739 | $14,755-95.0% | $13,620-94.6% | $14,480-94.9% |