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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 | $75,302 | $155,555-51.6% | $146,866-48.7% | $155,188-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.95% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $4,223 | $4,647-9.1% | $4,425-4.6% | $4,248-0.6% |
| Participant deferral / active EE | $11,910 | $8,044+48.1% | $7,759+53.5% | $6,531+82.4% |
| Admin fee / account holder | $2,006 | $14,755-86.4% | $13,620-85.3% | $14,480-86.1% |