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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 | $22,170 | $155,555-85.7% | $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 | 19.63% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $6,833 | $4,647+47.1% | $4,425+54.4% | $4,248+60.9% |
| Participant deferral / active EE | $11,074 | $8,044+37.7% | $7,759+42.7% | $6,531+69.6% |
| Admin fee / account holder | $5,900 | $14,755-60.0% | $13,620-56.7% | $14,480-59.3% |