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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 | $30,994 | $155,555-80.1% | $146,866-78.9% | $155,188-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.52% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,890 | $4,647-37.8% | $4,425-34.7% | $4,248-32.0% |
| Participant deferral / active EE | $10,272 | $8,044+27.7% | $7,759+32.4% | $6,531+57.3% |
| Admin fee / account holder | $2,928 | $14,755-80.2% | $13,620-78.5% | $14,480-79.8% |