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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 | $28,709 | $155,555-81.5% | $146,866-80.5% | $155,188-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.05% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,257 | $4,647-51.4% | $4,425-49.0% | $4,248-46.9% |
| Participant deferral / active EE | $5,185 | $8,044-35.5% | $7,759-33.2% | $6,531-20.6% |
| Admin fee / account holder | $3,229 | $14,755-78.1% | $13,620-76.3% | $14,480-77.7% |