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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 | $37,805 | $155,555-75.7% | $146,866-74.3% | $155,188-75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.76% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $10,037 | $4,647+116.0% | $4,425+126.8% | $4,248+136.3% |
| Participant deferral / active EE | $18,333 | $8,044+127.9% | $7,759+136.3% | $6,531+180.7% |
| Admin fee / account holder | $3,279 | $14,755-77.8% | $13,620-75.9% | $14,480-77.4% |