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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 | $110,560 | $124,213-11.0% | $118,106-6.4% | $154,746-28.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 25.00% | 18.29%+6.7pp | 19.44%+5.6pp | 172.34%-147.3pp |
| Employer contribution / active EE | $3,396 | $4,905-30.8% | $4,698-27.7% | $4,379-22.5% |
| Participant deferral / active EE | $12,043 | $6,859+75.6% | $6,619+82.0% | $6,730+78.9% |
| Admin fee / account holder | $1,821 | $9,627-81.1% | $8,973-79.7% | $14,365-87.3% |