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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 | $134,672 | $192,737-30.1% | $142,460-5.5% | $139,456-3.4% |
| Participation rate | 90.0% | 81.5%+8.5pp | 76.8%+13.2pp | 80.3%+9.7pp |
| Annual return | 17.04% | 17.99%-1.0pp | 19.99%-2.9pp | 373.45%-356.4pp |
| Employer contribution / active EE | $6,998 | $5,806+20.5% | $4,847+44.4% | $4,753+47.2% |
| Participant deferral / active EE | $13,396 | $7,208+85.8% | $6,283+113.2% | $6,711+99.6% |
| Admin fee / account holder | $11,257 | $15,125-25.6% | $10,011+12.4% | $11,407-1.3% |