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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 | $20,042 | $155,555-87.1% | $146,866-86.4% | $155,188-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.08% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,875 | $4,647-59.6% | $4,425-57.6% | $4,248-55.8% |
| Participant deferral / active EE | $5,202 | $8,044-35.3% | $7,759-33.0% | $6,531-20.3% |
| Admin fee / account holder | $4,893 | $14,755-66.8% | $13,620-64.1% | $14,480-66.2% |