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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 | $53,622 | $155,555-65.5% | $146,866-63.5% | $155,188-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.62% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,269 | $4,647-29.7% | $4,425-26.1% | $4,248-23.0% |
| Participant deferral / active EE | $4,779 | $8,044-40.6% | $7,759-38.4% | $6,531-26.8% |
| Admin fee / account holder | $14,988 | $14,755+1.6% | $13,620+10.0% | $14,480+3.5% |