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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 | $22,524 | $155,555-85.5% | $146,866-84.7% | $155,188-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.37% | 115.41%-97.0pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,123 | $4,647-32.8% | $4,425-29.4% | $4,248-26.5% |
| Participant deferral / active EE | $8,805 | $8,044+9.5% | $7,759+13.5% | $6,531+34.8% |
| Admin fee / account holder | $3,877 | $14,755-73.7% | $13,620-71.5% | $14,480-73.2% |