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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 | $61,010 | $155,555-60.8% | $146,866-58.5% | $155,188-60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.70% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,757 | $4,647-40.7% | $4,425-37.7% | $4,248-35.1% |
| Participant deferral / active EE | $10,392 | $8,044+29.2% | $7,759+33.9% | $6,531+59.1% |
| Admin fee / account holder | $3,955 | $14,755-73.2% | $13,620-71.0% | $14,480-72.7% |