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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 | $118,480 | $155,555-23.8% | $146,866-19.3% | $155,188-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.75% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $9,136 | $4,647+96.6% | $4,425+106.5% | $4,248+115.1% |
| Participant deferral / active EE | $9,724 | $8,044+20.9% | $7,759+25.3% | $6,531+48.9% |
| Admin fee / account holder | $20,804 | $14,755+41.0% | $13,620+52.7% | $14,480+43.7% |