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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 | $106,430 | $153,769-30.8% | $133,975-20.6% | $273,972-61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.33% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $16,087 | $6,029+166.8% | $5,211+208.7% | $4,869+230.4% |
| Participant deferral / active EE | $13,714 | $6,958+97.1% | $6,282+118.3% | $5,287+159.4% |
| Admin fee / account holder | $12,620 | $11,765+7.3% | $9,324+35.3% | $10,133+24.5% |