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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 | $45,747 | $155,555-70.6% | $146,866-68.9% | $155,188-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.32% | 115.41%-104.1pp | 102.85%-91.5pp | 148.84%-137.5pp |
| Employer contribution / active EE | $4,067 | $4,647-12.5% | $4,425-8.1% | $4,248-4.3% |
| Participant deferral / active EE | $12,085 | $8,044+50.2% | $7,759+55.7% | $6,531+85.0% |
| Admin fee / account holder | $10,311 | $14,755-30.1% | $13,620-24.3% | $14,480-28.8% |