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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 | $87,849 | $155,555-43.5% | $146,866-40.2% | $155,188-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.26% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,805 | $4,647-61.2% | $4,425-59.2% | $4,248-57.5% |
| Participant deferral / active EE | $3,163 | $8,044-60.7% | $7,759-59.2% | $6,531-51.6% |
| Admin fee / account holder | $1,430 | $14,755-90.3% | $13,620-89.5% | $14,480-90.1% |