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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 | $140,638 | $199,109-29.4% | $173,730-19.0% | $154,746-9.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.83% | 20.02%-0.2pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $6,677 | $5,311+25.7% | $4,577+45.9% | $4,379+52.5% |
| Participant deferral / active EE | $10,018 | $7,113+40.8% | $6,326+58.3% | $6,730+48.8% |
| Admin fee / account holder | $612 | $20,916-97.1% | $17,523-96.5% | $14,365-95.7% |