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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 | $161,572 | $124,213+30.1% | $118,106+36.8% | $154,746+4.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 14.57% | 18.29%-3.7pp | 19.44%-4.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $12,350 | $4,905+151.8% | $4,698+162.9% | $4,379+182.0% |
| Participant deferral / active EE | $6,203 | $6,859-9.6% | $6,619-6.3% | $6,730-7.8% |
| Admin fee / account holder | $36,017 | $9,627+274.1% | $8,973+301.4% | $14,365+150.7% |