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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 | $106,174 | $155,555-31.7% | $146,866-27.7% | $155,188-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.34% | 115.41%-102.1pp | 102.85%-89.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $6,085 | $4,647+31.0% | $4,425+37.5% | $4,248+43.3% |
| Participant deferral / active EE | $11,458 | $8,044+42.4% | $7,759+47.7% | $6,531+75.4% |
| Admin fee / account holder | $30,021 | $14,755+103.5% | $13,620+120.4% | $14,480+107.3% |