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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 | $111,804 | $155,555-28.1% | $146,866-23.9% | $155,188-28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.71% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $6,401 | $4,647+37.8% | $4,425+44.7% | $4,248+50.7% |
| Participant deferral / active EE | $23,314 | $8,044+189.8% | $7,759+200.5% | $6,531+257.0% |
| Admin fee / account holder | $56,451 | $14,755+282.6% | $13,620+314.5% | $14,480+289.9% |