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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 | $96,301 | $155,555-38.1% | $146,866-34.4% | $155,188-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.73% | 115.41%-91.7pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $11,543 | $4,647+148.4% | $4,425+160.9% | $4,248+171.7% |
| Participant deferral / active EE | $6,135 | $8,044-23.7% | $7,759-20.9% | $6,531-6.1% |
| Admin fee / account holder | $2,227 | $14,755-84.9% | $13,620-83.6% | $14,480-84.6% |