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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 | $37,350 | $155,555-76.0% | $146,866-74.6% | $155,188-75.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.15% | 115.41%-103.3pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,274 | $4,647-51.1% | $4,425-48.6% | $4,248-46.5% |
| Participant deferral / active EE | $8,457 | $8,044+5.1% | $7,759+9.0% | $6,531+29.5% |
| Admin fee / account holder | $12,097 | $14,755-18.0% | $13,620-11.2% | $14,480-16.5% |