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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 | $106,110 | $155,555-31.8% | $146,866-27.8% | $155,188-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.56% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $4,268 | $4,647-8.1% | $4,425-3.5% | $4,248+0.5% |
| Participant deferral / active EE | $11,001 | $8,044+36.7% | $7,759+41.8% | $6,531+68.4% |
| Admin fee / account holder | $30,652 | $14,755+107.7% | $13,620+125.0% | $14,480+111.7% |