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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 | $120,426 | $201,259-40.2% | $184,200-34.6% | $145,959-17.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.45% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $8,142 | $7,018+16.0% | $6,424+26.7% | $4,661+74.7% |
| Participant deferral / active EE | $8,771 | $9,806-10.6% | $9,132-4.0% | $6,689+31.1% |
| Admin fee / account holder | $15,114 | $16,372-7.7% | $13,907+8.7% | $13,398+12.8% |