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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 | $30,210 | $155,555-80.6% | $146,866-79.4% | $155,188-80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.18% | 115.41%-96.2pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,399 | $4,647-48.4% | $4,425-45.8% | $4,248-43.5% |
| Participant deferral / active EE | $6,698 | $8,044-16.7% | $7,759-13.7% | $6,531+2.5% |
| Admin fee / account holder | $1,306 | $14,755-91.1% | $13,620-90.4% | $14,480-91.0% |