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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 | $75,377 | $155,555-51.5% | $146,866-48.7% | $155,188-51.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.62% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,679 | $4,647-63.9% | $4,425-62.1% | $4,248-60.5% |
| Participant deferral / active EE | $10,048 | $8,044+24.9% | $7,759+29.5% | $6,531+53.8% |
| Admin fee / account holder | $2,979 | $14,755-79.8% | $13,620-78.1% | $14,480-79.4% |