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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 | $182,947 | $254,759-28.2% | $216,567-15.5% | $198,609-7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.75% | 10.04%+10.7pp | 12.94%+7.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $8,304 | $6,096+36.2% | $5,216+59.2% | $5,055+64.3% |
| Participant deferral / active EE | $17,312 | $6,948+149.2% | $6,191+179.6% | $6,977+148.1% |
| Admin fee / account holder | $6,853 | $26,311-74.0% | $21,981-68.8% | $19,030-64.0% |