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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 | $16,386 | $155,555-89.5% | $146,866-88.8% | $155,188-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 37.24% | 115.41%-78.2pp | 102.85%-65.6pp | 148.84%-111.6pp |
| Employer contribution / active EE | $4,717 | $4,647+1.5% | $4,425+6.6% | $4,248+11.0% |
| Participant deferral / active EE | $9,700 | $8,044+20.6% | $7,759+25.0% | $6,531+48.5% |
| Admin fee / account holder | $1,536 | $14,755-89.6% | $13,620-88.7% | $14,480-89.4% |