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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 | $41,685 | $155,555-73.2% | $146,866-71.6% | $155,188-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.01% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $4,321 | $4,647-7.0% | $4,425-2.3% | $4,248+1.7% |
| Participant deferral / active EE | $7,865 | $8,044-2.2% | $7,759+1.4% | $6,531+20.4% |
| Admin fee / account holder | $1,118 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |