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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 | $29,129 | $155,555-81.3% | $146,866-80.2% | $155,188-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.36% | 115.41%-90.1pp | 102.85%-77.5pp | 148.84%-123.5pp |
| Employer contribution / active EE | $5,425 | $4,647+16.7% | $4,425+22.6% | $4,248+27.7% |
| Participant deferral / active EE | $11,879 | $8,044+47.7% | $7,759+53.1% | $6,531+81.9% |
| Admin fee / account holder | $9,769 | $14,755-33.8% | $13,620-28.3% | $14,480-32.5% |