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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 | $38,445 | $155,555-75.3% | $146,866-73.8% | $155,188-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.14% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $5,324 | $4,647+14.6% | $4,425+20.3% | $4,248+25.3% |
| Participant deferral / active EE | $8,545 | $8,044+6.2% | $7,759+10.1% | $6,531+30.8% |
| Admin fee / account holder | $2,081 | $14,755-85.9% | $13,620-84.7% | $14,480-85.6% |