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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 | $33,548 | $155,555-78.4% | $146,866-77.2% | $155,188-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.86% | 115.41%-97.6pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,404 | $4,647-48.3% | $4,425-45.7% | $4,248-43.4% |
| Participant deferral / active EE | $4,159 | $8,044-48.3% | $7,759-46.4% | $6,531-36.3% |
| Admin fee / account holder | $3,208 | $14,755-78.3% | $13,620-76.4% | $14,480-77.8% |