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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 | $108,070 | $139,948-22.8% | $121,663-11.2% | $154,746-30.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.97% | 230.52%-219.5pp | 147.54%-136.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $4,312 | $3,521+22.5% | $3,020+42.8% | $4,379-1.5% |
| Participant deferral / active EE | $12,196 | $5,629+116.7% | $4,887+149.6% | $6,730+81.2% |
| Admin fee / account holder | $45,449 | $17,321+162.4% | $14,289+218.1% | $14,365+216.4% |