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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 | $111,870 | $155,555-28.1% | $146,866-23.8% | $155,188-27.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.77% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $8,658 | $4,647+86.3% | $4,425+95.7% | $4,248+103.8% |
| Participant deferral / active EE | $12,743 | $8,044+58.4% | $7,759+64.2% | $6,531+95.1% |
| Admin fee / account holder | $21,560 | $14,755+46.1% | $13,620+58.3% | $14,480+48.9% |