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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 | $47,870 | $155,555-69.2% | $146,866-67.4% | $155,188-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.07% | 115.41%-93.3pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,263 | $4,647-8.3% | $4,425-3.7% | $4,248+0.3% |
| Participant deferral / active EE | $11,268 | $8,044+40.1% | $7,759+45.2% | $6,531+72.5% |
| Admin fee / account holder | $1,346 | $14,755-90.9% | $13,620-90.1% | $14,480-90.7% |