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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 | $105,312 | $135,956-22.5% | $123,894-15.0% | $273,972-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.84% | 56.63%-41.8pp | 47.52%-32.7pp | 41.46%-26.6pp |
| Employer contribution / active EE | $12,335 | $5,170+138.6% | $4,617+167.2% | $4,869+153.3% |
| Participant deferral / active EE | $14,373 | $6,343+126.6% | $5,984+140.2% | $5,287+171.8% |
| Admin fee / account holder | $940 | $9,817-90.4% | $8,357-88.7% | $10,133-90.7% |