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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 | $110,163 | $126,661-13.0% | $113,397-2.9% | $138,895-20.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.83% | 25.05%-6.2pp | 23.20%-4.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $25,356 | $3,456+633.6% | $2,977+751.7% | $4,194+504.5% |
| Participant deferral / active EE | $26,847 | $5,693+371.6% | $5,076+428.9% | $6,396+319.7% |
| Admin fee / account holder | $18,257 | $14,549+25.5% | $11,957+52.7% | $12,562+45.3% |