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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 | $45,798 | $155,555-70.6% | $146,866-68.8% | $155,188-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.29% | 115.41%-103.1pp | 102.85%-90.6pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,719 | $4,647-41.5% | $4,425-38.6% | $4,248-36.0% |
| Participant deferral / active EE | $6,056 | $8,044-24.7% | $7,759-21.9% | $6,531-7.3% |
| Admin fee / account holder | $27,101 | $14,755+83.7% | $13,620+99.0% | $14,480+87.2% |