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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 | $145,256 | $155,555-6.6% | $146,866-1.1% | $155,188-6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.88% | 115.41%-101.5pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $9,521 | $4,647+104.9% | $4,425+115.2% | $4,248+124.1% |
| Participant deferral / active EE | $9,608 | $8,044+19.4% | $7,759+23.8% | $6,531+47.1% |
| Admin fee / account holder | $17,411 | $14,755+18.0% | $13,620+27.8% | $14,480+20.2% |