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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 | $86,045 | $155,555-44.7% | $146,866-41.4% | $155,188-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.99% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $12,342 | $4,647+165.6% | $4,425+178.9% | $4,248+190.6% |
| Participant deferral / active EE | $17,663 | $8,044+119.6% | $7,759+127.6% | $6,531+170.4% |
| Admin fee / account holder | $19,785 | $14,755+34.1% | $13,620+45.3% | $14,480+36.6% |