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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 | $109,723 | $155,555-29.5% | $146,866-25.3% | $155,188-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.25% | 115.41%-94.2pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $7,479 | $4,647+61.0% | $4,425+69.0% | $4,248+76.1% |
| Participant deferral / active EE | $16,879 | $8,044+109.8% | $7,759+117.5% | $6,531+158.4% |
| Admin fee / account holder | $5,041 | $14,755-65.8% | $13,620-63.0% | $14,480-65.2% |