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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 | $22,141 | $155,555-85.8% | $146,866-84.9% | $155,188-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.72% | 115.41%-96.7pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,491 | $4,647-24.9% | $4,425-21.1% | $4,248-17.8% |
| Participant deferral / active EE | $5,183 | $8,044-35.6% | $7,759-33.2% | $6,531-20.6% |
| Admin fee / account holder | $2,563 | $14,755-82.6% | $13,620-81.2% | $14,480-82.3% |