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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 | $34,912 | $155,555-77.6% | $146,866-76.2% | $155,188-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.31% | 115.41%-91.1pp | 102.85%-78.5pp | 148.84%-124.5pp |
| Employer contribution / active EE | $3,992 | $4,647-14.1% | $4,425-9.8% | $4,248-6.0% |
| Participant deferral / active EE | $9,561 | $8,044+18.9% | $7,759+23.2% | $6,531+46.4% |
| Admin fee / account holder | $1,880 | $14,755-87.3% | $13,620-86.2% | $14,480-87.0% |