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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 | $39,645 | $155,555-74.5% | $146,866-73.0% | $155,188-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.30% | 115.41%-86.1pp | 102.85%-73.6pp | 148.84%-119.5pp |
| Employer contribution / active EE | $4,279 | $4,647-7.9% | $4,425-3.3% | $4,248+0.7% |
| Participant deferral / active EE | $7,621 | $8,044-5.3% | $7,759-1.8% | $6,531+16.7% |
| Admin fee / account holder | $994 | $14,755-93.3% | $13,620-92.7% | $14,480-93.1% |