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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 | $114,136 | $155,555-26.6% | $146,866-22.3% | $155,188-26.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 32.30% | 115.41%-83.1pp | 102.85%-70.6pp | 148.84%-116.5pp |
| Employer contribution / active EE | $17,610 | $4,647+279.0% | $4,425+298.0% | $4,248+314.6% |
| Participant deferral / active EE | $13,511 | $8,044+68.0% | $7,759+74.1% | $6,531+106.9% |
| Admin fee / account holder | $4,875 | $14,755-67.0% | $13,620-64.2% | $14,480-66.3% |