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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 | $164,169 | $177,595-7.6% | $148,496+10.6% | $198,609-17.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.04% | 9.97%+7.1pp | 12.33%+4.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $6,658 | $4,098+62.5% | $3,497+90.4% | $5,055+31.7% |
| Participant deferral / active EE | $7,777 | $5,539+40.4% | $4,808+61.7% | $6,977+11.5% |
| Admin fee / account holder | $391 | $27,010-98.6% | $19,547-98.0% | $19,030-97.9% |