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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 | $124,025 | $155,555-20.3% | $146,866-15.6% | $155,188-20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.68% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,105 | $4,647-76.2% | $4,425-75.0% | $4,248-74.0% |
| Participant deferral / active EE | $7,943 | $8,044-1.3% | $7,759+2.4% | $6,531+21.6% |
| Admin fee / account holder | $5,092 | $14,755-65.5% | $13,620-62.6% | $14,480-64.8% |