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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 | $63,742 | $155,555-59.0% | $146,866-56.6% | $155,188-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.55% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,954 | $4,647-57.9% | $4,425-55.8% | $4,248-54.0% |
| Participant deferral / active EE | $10,654 | $8,044+32.4% | $7,759+37.3% | $6,531+63.1% |
| Admin fee / account holder | $7,972 | $14,755-46.0% | $13,620-41.5% | $14,480-44.9% |