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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 | $32,040 | $155,555-79.4% | $146,866-78.2% | $155,188-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 58.85% | 115.41%-56.6pp | 102.85%-44.0pp | 148.84%-90.0pp |
| Employer contribution / active EE | $742 | $4,647-84.0% | $4,425-83.2% | $4,248-82.5% |
| Participant deferral / active EE | $6,674 | $8,044-17.0% | $7,759-14.0% | $6,531+2.2% |
| Admin fee / account holder | $15,559 | $14,755+5.4% | $13,620+14.2% | $14,480+7.5% |