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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 | $89,619 | $155,555-42.4% | $146,866-39.0% | $155,188-42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.06% | 115.41%-95.4pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $5,755 | $4,647+23.8% | $4,425+30.1% | $4,248+35.5% |
| Participant deferral / active EE | $9,965 | $8,044+23.9% | $7,759+28.4% | $6,531+52.6% |
| Admin fee / account holder | $2,693 | $14,755-81.7% | $13,620-80.2% | $14,480-81.4% |