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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 | $46,484 | $155,555-70.1% | $146,866-68.3% | $155,188-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.87% | 115.41%-90.5pp | 102.85%-78.0pp | 148.84%-124.0pp |
| Employer contribution / active EE | $11,182 | $4,647+140.6% | $4,425+152.7% | $4,248+163.2% |
| Participant deferral / active EE | $9,208 | $8,044+14.5% | $7,759+18.7% | $6,531+41.0% |
| Admin fee / account holder | $3,393 | $14,755-77.0% | $13,620-75.1% | $14,480-76.6% |