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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 | $47,616 | $155,555-69.4% | $146,866-67.6% | $155,188-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.57% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,212 | $4,647-52.4% | $4,425-50.0% | $4,248-47.9% |
| Participant deferral / active EE | $9,161 | $8,044+13.9% | $7,759+18.1% | $6,531+40.3% |
| Admin fee / account holder | $2,134 | $14,755-85.5% | $13,620-84.3% | $14,480-85.3% |