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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 | $47,536 | $155,555-69.4% | $146,866-67.6% | $155,188-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.39% | 115.41%-93.0pp | 102.85%-80.5pp | 148.84%-126.4pp |
| Employer contribution / active EE | $4,687 | $4,647+0.9% | $4,425+5.9% | $4,248+10.3% |
| Participant deferral / active EE | $9,089 | $8,044+13.0% | $7,759+17.1% | $6,531+39.2% |
| Admin fee / account holder | $5,939 | $14,755-59.7% | $13,620-56.4% | $14,480-59.0% |