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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 | $157,280 | $176,786-11.0% | $146,643+7.3% | $167,536-6.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.42% | 24.04%-0.6pp | 22.75%+0.7pp | 478.82%-455.4pp |
| Employer contribution / active EE | $18,194 | $5,161+252.5% | $4,137+339.8% | $4,839+276.0% |
| Participant deferral / active EE | $5,635 | $6,440-12.5% | $5,506+2.3% | $6,342-11.1% |
| Admin fee / account holder | $18,186 | $13,262+37.1% | $10,280+76.9% | $12,315+47.7% |