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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 | $64,628 | $155,555-58.5% | $146,866-56.0% | $155,188-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.27% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,711 | $4,647-20.1% | $4,425-16.1% | $4,248-12.6% |
| Participant deferral / active EE | $13,460 | $8,044+67.3% | $7,759+73.5% | $6,531+106.1% |
| Admin fee / account holder | $6,327 | $14,755-57.1% | $13,620-53.5% | $14,480-56.3% |