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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 | $124,731 | $155,555-19.8% | $146,866-15.1% | $155,188-19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.46% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,387 | $4,647-48.6% | $4,425-46.1% | $4,248-43.8% |
| Participant deferral / active EE | $4,646 | $8,044-42.2% | $7,759-40.1% | $6,531-28.9% |
| Admin fee / account holder | $1,578 | $14,755-89.3% | $13,620-88.4% | $14,480-89.1% |