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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 | $32,715 | $155,555-79.0% | $146,866-77.7% | $155,188-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.42% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $16,328 | $4,647+251.4% | $4,425+269.0% | $4,248+284.4% |
| Participant deferral / active EE | $6,872 | $8,044-14.6% | $7,759-11.4% | $6,531+5.2% |
| Admin fee / account holder | $14,957 | $14,755+1.4% | $13,620+9.8% | $14,480+3.3% |