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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 | $242,070 | $254,759-5.0% | $216,567+11.8% | $198,609+21.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.34% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $7,033 | $6,096+15.4% | $5,216+34.8% | $5,055+39.1% |
| Participant deferral / active EE | $8,924 | $6,948+28.4% | $6,191+44.1% | $6,977+27.9% |
| Admin fee / account holder | $16,345 | $26,311-37.9% | $21,981-25.6% | $19,030-14.1% |