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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 | $89,203 | $155,555-42.7% | $146,866-39.3% | $155,188-42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.27% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $5,466 | $4,647+17.6% | $4,425+23.5% | $4,248+28.7% |
| Participant deferral / active EE | $17,016 | $8,044+111.5% | $7,759+119.3% | $6,531+160.5% |
| Admin fee / account holder | $1,993 | $14,755-86.5% | $13,620-85.4% | $14,480-86.2% |