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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 | $35,611 | $155,555-77.1% | $146,866-75.8% | $155,188-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.02% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,436 | $4,647-4.5% | $4,425+0.3% | $4,248+4.4% |
| Participant deferral / active EE | $10,871 | $8,044+35.1% | $7,759+40.1% | $6,531+66.4% |
| Admin fee / account holder | $3,864 | $14,755-73.8% | $13,620-71.6% | $14,480-73.3% |