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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 | $27,099 | $155,555-82.6% | $146,866-81.5% | $155,188-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.47% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,180 | $4,647-31.6% | $4,425-28.1% | $4,248-25.1% |
| Participant deferral / active EE | $6,773 | $8,044-15.8% | $7,759-12.7% | $6,531+3.7% |
| Admin fee / account holder | $1,421 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |