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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 | $131,271 | $167,415-21.6% | $140,514-6.6% | $198,609-33.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.78% | 13.85%+4.9pp | 14.36%+4.4pp | 202.70%-183.9pp |
| Employer contribution / active EE | $16,090 | $4,088+293.6% | $3,378+376.3% | $5,055+218.3% |
| Participant deferral / active EE | $11,331 | $5,579+103.1% | $4,919+130.4% | $6,977+62.4% |
| Admin fee / account holder | $9,589 | $16,730-42.7% | $13,697-30.0% | $19,030-49.6% |