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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 | $31,890 | $155,555-79.5% | $146,866-78.3% | $155,188-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.65% | 115.41%-89.8pp | 102.85%-77.2pp | 148.84%-123.2pp |
| Employer contribution / active EE | $5,449 | $4,647+17.3% | $4,425+23.1% | $4,248+28.3% |
| Participant deferral / active EE | $12,457 | $8,044+54.9% | $7,759+60.5% | $6,531+90.7% |
| Admin fee / account holder | $6,165 | $14,755-58.2% | $13,620-54.7% | $14,480-57.4% |