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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 | $46,694 | $155,555-70.0% | $146,866-68.2% | $155,188-69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 122.31% | 115.41%+6.9pp | 102.85%+19.5pp | 148.84%-26.5pp |
| Employer contribution / active EE | $3,757 | $4,647-19.1% | $4,425-15.1% | $4,248-11.6% |
| Participant deferral / active EE | $3,583 | $8,044-55.5% | $7,759-53.8% | $6,531-45.1% |
| Admin fee / account holder | $3,415 | $14,755-76.9% | $13,620-74.9% | $14,480-76.4% |