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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 | $157,652 | $201,344-21.7% | $184,243-14.4% | $145,877+8.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $6,090 | $7,022-13.3% | $6,427-5.2% | $4,663+30.6% |
| Participant deferral / active EE | $9,768 | $9,807-0.4% | $9,132+7.0% | $6,691+46.0% |
| Admin fee / account holder | $17,204 | $16,382+5.0% | $13,914+23.6% | $13,402+28.4% |