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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 | $61,943 | $155,555-60.2% | $146,866-57.8% | $155,188-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.17% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $4,659 | $4,647+0.3% | $4,425+5.3% | $4,248+9.7% |
| Participant deferral / active EE | $9,136 | $8,044+13.6% | $7,759+17.7% | $6,531+39.9% |
| Admin fee / account holder | $10,392 | $14,755-29.6% | $13,620-23.7% | $14,480-28.2% |