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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 | $29,276 | $155,555-81.2% | $146,866-80.1% | $155,188-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.79% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,163 | $4,647-53.5% | $4,425-51.1% | $4,248-49.1% |
| Participant deferral / active EE | $8,839 | $8,044+9.9% | $7,759+13.9% | $6,531+35.3% |
| Admin fee / account holder | $12,167 | $14,755-17.5% | $13,620-10.7% | $14,480-16.0% |