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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 | $122,765 | $254,759-51.8% | $216,567-43.3% | $198,609-38.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.87% | 10.04%+4.8pp | 12.94%+1.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $9,270 | $6,096+52.1% | $5,216+77.7% | $5,055+83.4% |
| Participant deferral / active EE | $9,390 | $6,948+35.1% | $6,191+51.7% | $6,977+34.6% |
| Admin fee / account holder | $26,823 | $26,311+1.9% | $21,981+22.0% | $19,030+40.9% |