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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 | $43,506 | $155,555-72.0% | $146,866-70.4% | $155,188-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.91% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,999 | $4,647-35.5% | $4,425-32.2% | $4,248-29.4% |
| Participant deferral / active EE | $9,985 | $8,044+24.1% | $7,759+28.7% | $6,531+52.9% |
| Admin fee / account holder | $1,953 | $14,755-86.8% | $13,620-85.7% | $14,480-86.5% |