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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 | $107,777 | $201,264-46.4% | $184,185-41.5% | $145,978-26.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 29.00%-15.9pp | 28.81%-15.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $8,312 | $7,021+18.4% | $6,426+29.4% | $4,662+78.3% |
| Participant deferral / active EE | $6,668 | $9,806-32.0% | $9,132-27.0% | $6,690-0.3% |
| Admin fee / account holder | $7,341 | $16,376-55.2% | $13,909-47.2% | $13,400-45.2% |