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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 | $38,879 | $155,555-75.0% | $146,866-73.5% | $155,188-74.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.91% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $4,338 | $4,647-6.7% | $4,425-2.0% | $4,248+2.1% |
| Participant deferral / active EE | $14,805 | $8,044+84.0% | $7,759+90.8% | $6,531+126.7% |
| Admin fee / account holder | $12,109 | $14,755-17.9% | $13,620-11.1% | $14,480-16.4% |