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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 | $38,536 | $155,555-75.2% | $146,866-73.8% | $155,188-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.58% | 115.41%-91.8pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $3,515 | $4,647-24.4% | $4,425-20.6% | $4,248-17.3% |
| Participant deferral / active EE | $8,208 | $8,044+2.0% | $7,759+5.8% | $6,531+25.7% |
| Admin fee / account holder | $5,194 | $14,755-64.8% | $13,620-61.9% | $14,480-64.1% |