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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 | $117,421 | $155,555-24.5% | $146,866-20.0% | $155,188-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.94% | 115.41%-89.5pp | 102.85%-76.9pp | 148.84%-122.9pp |
| Employer contribution / active EE | $3,766 | $4,647-19.0% | $4,425-14.9% | $4,248-11.3% |
| Participant deferral / active EE | $10,810 | $8,044+34.4% | $7,759+39.3% | $6,531+65.5% |
| Admin fee / account holder | $1,386 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |