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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 | $119,390 | $201,259-40.7% | $184,200-35.2% | $145,959-18.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.78% | 28.98%-15.2pp | 28.80%-15.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $6,121 | $7,018-12.8% | $6,424-4.7% | $4,661+31.3% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $73,934 | $16,372+351.6% | $13,907+431.6% | $13,398+451.8% |