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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 | $165,207 | $184,014-10.2% | $161,149+2.5% | $138,895+18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.74% | 21.52%-6.8pp | 21.16%-6.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $6,881 | $5,055+36.1% | $4,360+57.8% | $4,194+64.1% |
| Participant deferral / active EE | $11,038 | $6,909+59.8% | $6,153+79.4% | $6,396+72.6% |
| Admin fee / account holder | $999 | $18,027-94.5% | $15,194-93.4% | $12,562-92.0% |