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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 | $142,866 | $201,259-29.0% | $184,200-22.4% | $145,959-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 28.98%-12.9pp | 28.80%-12.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $6,931 | $7,018-1.2% | $6,424+7.9% | $4,661+48.7% |
| Participant deferral / active EE | $12,118 | $9,806+23.6% | $9,132+32.7% | $6,689+81.2% |
| Admin fee / account holder | $23,883 | $16,372+45.9% | $13,907+71.7% | $13,398+78.3% |