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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 | $112,406 | $155,555-27.7% | $146,866-23.5% | $155,188-27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.23% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,590 | $4,647-44.3% | $4,425-41.5% | $4,248-39.0% |
| Participant deferral / active EE | $7,458 | $8,044-7.3% | $7,759-3.9% | $6,531+14.2% |
| Admin fee / account holder | $2,686 | $14,755-81.8% | $13,620-80.3% | $14,480-81.4% |