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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 | $103,665 | $155,555-33.4% | $146,866-29.4% | $155,188-33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.36% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,085 | $4,647-55.1% | $4,425-52.9% | $4,248-50.9% |
| Participant deferral / active EE | $6,534 | $8,044-18.8% | $7,759-15.8% | $6,5310% |
| Admin fee / account holder | $65,180 | $14,755+341.7% | $13,620+378.6% | $14,480+350.1% |