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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 | $96,650 | $138,312-30.1% | $122,979-21.4% | $155,188-37.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.26% | 22.06%-9.8pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $8,137 | $3,530+130.5% | $3,062+165.7% | $4,248+91.6% |
| Participant deferral / active EE | $10,604 | $5,592+89.6% | $5,003+112.0% | $6,531+62.4% |
| Admin fee / account holder | $25,259 | $15,089+67.4% | $12,864+96.3% | $14,480+74.4% |