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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 | $122,814 | $184,014-33.3% | $161,149-23.8% | $138,895-11.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.87% | 21.52%-0.7pp | 21.16%-0.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,731 | $5,055-6.4% | $4,360+8.5% | $4,194+12.8% |
| Participant deferral / active EE | $18,410 | $6,909+166.4% | $6,153+199.2% | $6,396+187.8% |
| Admin fee / account holder | $316 | $18,027-98.2% | $15,194-97.9% | $12,562-97.5% |