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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 | $43,860 | $155,555-71.8% | $146,866-70.1% | $155,188-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.80% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.0pp |
| Employer contribution / active EE | $3,711 | $4,647-20.1% | $4,425-16.1% | $4,248-12.6% |
| Participant deferral / active EE | $5,616 | $8,044-30.2% | $7,759-27.6% | $6,531-14.0% |
| Admin fee / account holder | $4,313 | $14,755-70.8% | $13,620-68.3% | $14,480-70.2% |