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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 | $18,252 | $155,555-88.3% | $146,866-87.6% | $155,188-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.45% | 115.41%-95.0pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,972 | $4,647-14.5% | $4,425-10.2% | $4,248-6.5% |
| Participant deferral / active EE | $6,135 | $8,044-23.7% | $7,759-20.9% | $6,531-6.1% |
| Admin fee / account holder | $1,598 | $14,755-89.2% | $13,620-88.3% | $14,480-89.0% |