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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 | $33,394 | $155,555-78.5% | $146,866-77.3% | $155,188-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 81.20% | 115.41%-34.2pp | 102.85%-21.7pp | 148.84%-67.6pp |
| Employer contribution / active EE | $1,995 | $4,647-57.1% | $4,425-54.9% | $4,248-53.0% |
| Participant deferral / active EE | $2,809 | $8,044-65.1% | $7,759-63.8% | $6,531-57.0% |
| Admin fee / account holder | $4,694 | $14,755-68.2% | $13,620-65.5% | $14,480-67.6% |