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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 | $115,621 | $201,344-42.6% | $184,243-37.2% | $145,877-20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.40% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $7,903 | $7,022+12.5% | $6,427+23.0% | $4,663+69.5% |
| Participant deferral / active EE | $21,699 | $9,807+121.3% | $9,132+137.6% | $6,691+224.3% |
| Admin fee / account holder | $16,806 | $16,382+2.6% | $13,914+20.8% | $13,402+25.4% |