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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 | $79,529 | $155,555-48.9% | $146,866-45.8% | $155,188-48.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.49% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $7,207 | $4,647+55.1% | $4,425+62.9% | $4,248+69.7% |
| Participant deferral / active EE | $10,060 | $8,044+25.1% | $7,759+29.7% | $6,531+54.0% |
| Admin fee / account holder | $6,752 | $14,755-54.2% | $13,620-50.4% | $14,480-53.4% |