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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 | $142,887 | $201,259-29.0% | $184,200-22.4% | $145,959-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 28.98%-12.8pp | 28.80%-12.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,264 | $7,018-53.5% | $6,424-49.2% | $4,661-30.0% |
| Participant deferral / active EE | $10,400 | $9,806+6.1% | $9,132+13.9% | $6,689+55.5% |
| Admin fee / account holder | $19,855 | $16,372+21.3% | $13,907+42.8% | $13,398+48.2% |