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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 | $29,618 | $155,555-81.0% | $146,866-79.8% | $155,188-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.08% | 115.41%-95.3pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $5,861 | $4,647+26.1% | $4,425+32.5% | $4,248+38.0% |
| Participant deferral / active EE | $5,612 | $8,044-30.2% | $7,759-27.7% | $6,531-14.1% |
| Admin fee / account holder | $836 | $14,755-94.3% | $13,620-93.9% | $14,480-94.2% |