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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 | $16,738 | $155,555-89.2% | $146,866-88.6% | $155,188-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.30% | 115.41%-90.1pp | 102.85%-77.6pp | 148.84%-123.5pp |
| Employer contribution / active EE | $3,173 | $4,647-31.7% | $4,425-28.3% | $4,248-25.3% |
| Participant deferral / active EE | $4,822 | $8,044-40.1% | $7,759-37.9% | $6,531-26.2% |
| Admin fee / account holder | $1,135 | $14,755-92.3% | $13,620-91.7% | $14,480-92.2% |