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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 | $70,641 | $155,555-54.6% | $146,866-51.9% | $155,188-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 34.20% | 115.41%-81.2pp | 102.85%-68.7pp | 148.84%-114.6pp |
| Employer contribution / active EE | $2,155 | $4,647-53.6% | $4,425-51.3% | $4,248-49.3% |
| Participant deferral / active EE | $4,497 | $8,044-44.1% | $7,759-42.0% | $6,531-31.1% |
| Admin fee / account holder | $3,309 | $14,755-77.6% | $13,620-75.7% | $14,480-77.1% |