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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 | $120,861 | $201,264-39.9% | $184,185-34.4% | $145,978-17.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.12% | 29.00%-4.9pp | 28.81%-4.7pp | 550.52%-526.4pp |
| Employer contribution / active EE | $6,027 | $7,021-14.2% | $6,426-6.2% | $4,662+29.3% |
| Participant deferral / active EE | $8,034 | $9,806-18.1% | $9,132-12.0% | $6,690+20.1% |
| Admin fee / account holder | $426 | $16,376-97.4% | $13,909-96.9% | $13,400-96.8% |