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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 | $109,232 | $155,555-29.8% | $146,866-25.6% | $155,188-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.51% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $5,387 | $4,647+15.9% | $4,425+21.7% | $4,248+26.8% |
| Participant deferral / active EE | $12,480 | $8,044+55.1% | $7,759+60.8% | $6,531+91.1% |
| Admin fee / account holder | $12,821 | $14,755-13.1% | $13,620-5.9% | $14,480-11.5% |