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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 | $32,476 | $155,555-79.1% | $146,866-77.9% | $155,188-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.83% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $5,720 | $4,647+23.1% | $4,425+29.3% | $4,248+34.7% |
| Participant deferral / active EE | $6,723 | $8,044-16.4% | $7,759-13.4% | $6,531+2.9% |
| Admin fee / account holder | $16,973 | $14,755+15.0% | $13,620+24.6% | $14,480+17.2% |