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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 | $122,838 | $184,014-33.2% | $161,149-23.8% | $138,895-11.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.55% | 21.52%-10.0pp | 21.16%-9.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $6,512 | $5,055+28.8% | $4,360+49.3% | $4,194+55.2% |
| Participant deferral / active EE | $8,939 | $6,909+29.4% | $6,153+45.3% | $6,396+39.7% |
| Admin fee / account holder | $120,484 | $18,027+568.4% | $15,194+692.9% | $12,562+859.1% |