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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 | $103,521 | $174,379-40.6% | $152,093-31.9% | $138,895-25.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.25% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $8,429 | $4,652+81.2% | $4,175+101.9% | $4,194+101.0% |
| Participant deferral / active EE | $13,645 | $6,159+121.5% | $5,451+150.3% | $6,396+113.3% |
| Admin fee / account holder | $8,670 | $16,880-48.6% | $14,497-40.2% | $12,562-31.0% |