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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 | $103,968 | $201,264-48.3% | $184,185-43.6% | $145,978-28.8% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 25.39% | 29.00%-3.6pp | 28.81%-3.4pp | 550.52%-525.1pp |
| Employer contribution / active EE | $6,945 | $7,021-1.1% | $6,426+8.1% | $4,662+49.0% |
| Participant deferral / active EE | $12,234 | $9,806+24.8% | $9,132+34.0% | $6,690+82.9% |
| Admin fee / account holder | $330 | $16,376-98.0% | $13,909-97.6% | $13,400-97.5% |