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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 | $61,179 | $155,555-60.7% | $146,866-58.3% | $155,188-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.99% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,548 | $4,647-23.6% | $4,425-19.8% | $4,248-16.5% |
| Participant deferral / active EE | $8,513 | $8,044+5.8% | $7,759+9.7% | $6,531+30.3% |
| Admin fee / account holder | $4,008 | $14,755-72.8% | $13,620-70.6% | $14,480-72.3% |