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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 | $45,659 | $155,555-70.6% | $146,866-68.9% | $155,188-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.48% | 115.41%-91.9pp | 102.85%-79.4pp | 148.84%-125.4pp |
| Employer contribution / active EE | $6,168 | $4,647+32.7% | $4,425+39.4% | $4,248+45.2% |
| Participant deferral / active EE | $15,305 | $8,044+90.3% | $7,759+97.2% | $6,531+134.3% |
| Admin fee / account holder | $2,594 | $14,755-82.4% | $13,620-81.0% | $14,480-82.1% |