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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 | $47,705 | $155,555-69.3% | $146,866-67.5% | $155,188-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.04% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $3,392 | $4,647-27.0% | $4,425-23.3% | $4,248-20.1% |
| Participant deferral / active EE | $6,653 | $8,044-17.3% | $7,759-14.3% | $6,531+1.9% |
| Admin fee / account holder | $3,314 | $14,755-77.5% | $13,620-75.7% | $14,480-77.1% |