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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 | $73,970 | $155,555-52.4% | $146,866-49.6% | $155,188-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.20% | 115.41%-98.2pp | 102.85%-85.7pp | 148.84%-131.6pp |
| Employer contribution / active EE | $6,053 | $4,647+30.3% | $4,425+36.8% | $4,248+42.5% |
| Participant deferral / active EE | $23,394 | $8,044+190.8% | $7,759+201.5% | $6,531+258.2% |
| Admin fee / account holder | $21,816 | $14,755+47.9% | $13,620+60.2% | $14,480+50.7% |