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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 | $108,091 | $155,555-30.5% | $146,866-26.4% | $155,188-30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.15% | 115.41%-90.3pp | 102.85%-77.7pp | 148.84%-123.7pp |
| Employer contribution / active EE | $7,024 | $4,647+51.2% | $4,425+58.7% | $4,248+65.4% |
| Participant deferral / active EE | $17,251 | $8,044+114.5% | $7,759+122.3% | $6,531+164.1% |
| Admin fee / account holder | $7,722 | $14,755-47.7% | $13,620-43.3% | $14,480-46.7% |