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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 | $176,459 | $153,769+14.8% | $133,975+31.7% | $273,972-35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.51% | 36.51%-21.0pp | 29.29%-13.8pp | 41.46%-25.9pp |
| Employer contribution / active EE | $7,364 | $6,029+22.1% | $5,211+41.3% | $4,869+51.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $727 | $11,765-93.8% | $9,324-92.2% | $10,133-92.8% |