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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 | $193,543 | $254,759-24.0% | $216,567-10.6% | $198,609-2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.15% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.5pp |
| Employer contribution / active EE | $18,988 | $6,096+211.5% | $5,216+264.0% | $5,055+275.6% |
| Participant deferral / active EE | $5,244 | $6,948-24.5% | $6,191-15.3% | $6,977-24.8% |
| Admin fee / account holder | $4,182 | $26,311-84.1% | $21,981-81.0% | $19,030-78.0% |