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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 | $158,592 | $254,759-37.7% | $216,567-26.8% | $198,609-20.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.97% | 10.04%+5.9pp | 12.94%+3.0pp | 202.70%-186.7pp |
| Employer contribution / active EE | $9,362 | $6,096+53.6% | $5,216+79.5% | $5,055+85.2% |
| Participant deferral / active EE | $9,520 | $6,948+37.0% | $6,191+53.8% | $6,977+36.5% |
| Admin fee / account holder | $1,243 | $26,311-95.3% | $21,981-94.3% | $19,030-93.5% |