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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 | $40,823 | $155,555-73.8% | $146,866-72.2% | $155,188-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.51% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,920 | $4,647-15.6% | $4,425-11.4% | $4,248-7.7% |
| Participant deferral / active EE | $8,591 | $8,044+6.8% | $7,759+10.7% | $6,531+31.5% |
| Admin fee / account holder | $1,413 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |