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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 | $115,395 | $155,555-25.8% | $146,866-21.4% | $155,188-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.88% | 115.41%-101.5pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $9,371 | $4,647+101.7% | $4,425+111.8% | $4,248+120.6% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $17,293 | $14,755+17.2% | $13,620+27.0% | $14,480+19.4% |