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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 | $32,296 | $155,555-79.2% | $146,866-78.0% | $155,188-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.22% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,806 | $4,647-61.1% | $4,425-59.2% | $4,248-57.5% |
| Participant deferral / active EE | $10,598 | $8,044+31.7% | $7,759+36.6% | $6,531+62.3% |
| Admin fee / account holder | $10,795 | $14,755-26.8% | $13,620-20.7% | $14,480-25.4% |