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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 | $39,595 | $155,555-74.5% | $146,866-73.0% | $155,188-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.08% | 115.41%-95.3pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $5,814 | $4,647+25.1% | $4,425+31.4% | $4,248+36.9% |
| Participant deferral / active EE | $15,695 | $8,044+95.1% | $7,759+102.3% | $6,531+140.3% |
| Admin fee / account holder | $2,952 | $14,755-80.0% | $13,620-78.3% | $14,480-79.6% |