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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 | $116,449 | $155,555-25.1% | $146,866-20.7% | $155,188-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.50% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,979 | $4,647-14.4% | $4,425-10.1% | $4,248-6.3% |
| Participant deferral / active EE | $15,185 | $8,044+88.8% | $7,759+95.7% | $6,531+132.5% |
| Admin fee / account holder | $12,676 | $14,755-14.1% | $13,620-6.9% | $14,480-12.5% |