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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 | $140,360 | $201,264-30.3% | $184,185-23.8% | $145,978-3.8% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.6pp | 80.3%+10.2pp |
| Annual return | 16.00% | 29.00%-13.0pp | 28.81%-12.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $7,963 | $7,021+13.4% | $6,426+23.9% | $4,662+70.8% |
| Participant deferral / active EE | $17,684 | $9,806+80.3% | $9,132+93.6% | $6,690+164.3% |
| Admin fee / account holder | $2,585 | $16,376-84.2% | $13,909-81.4% | $13,400-80.7% |