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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 | $93,825 | $155,555-39.7% | $146,866-36.1% | $155,188-39.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.79% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.0pp |
| Employer contribution / active EE | $11,438 | $4,647+146.2% | $4,425+158.5% | $4,248+169.3% |
| Participant deferral / active EE | $11,438 | $8,044+42.2% | $7,759+47.4% | $6,531+75.1% |
| Admin fee / account holder | $81,195 | $14,755+450.3% | $13,620+496.1% | $14,480+460.7% |