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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 | $106,029 | $155,555-31.8% | $146,866-27.8% | $155,188-31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 28.05% | 115.41%-87.4pp | 102.85%-74.8pp | 148.84%-120.8pp |
| Employer contribution / active EE | $12,388 | $4,647+166.6% | $4,425+180.0% | $4,248+191.6% |
| Participant deferral / active EE | $15,630 | $8,044+94.3% | $7,759+101.4% | $6,531+139.3% |
| Admin fee / account holder | $4,604 | $14,755-68.8% | $13,620-66.2% | $14,480-68.2% |