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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 | $140,817 | $201,344-30.1% | $184,243-23.6% | $145,877-3.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.30% | 29.01%-10.7pp | 28.82%-10.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $6,656 | $7,022-5.2% | $6,427+3.6% | $4,663+42.7% |
| Participant deferral / active EE | $13,862 | $9,807+41.4% | $9,132+51.8% | $6,691+107.2% |
| Admin fee / account holder | $752 | $16,382-95.4% | $13,914-94.6% | $13,402-94.4% |