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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 | $201,370-29.1% | $184,256-22.5% | $145,897-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $6,931 | $7,024-1.3% | $6,427+7.8% | $4,663+48.7% |
| Participant deferral / active EE | $12,118 | $9,808+23.6% | $9,133+32.7% | $6,689+81.2% |
| Admin fee / account holder | $23,883 | $16,364+45.9% | $13,899+71.8% | $13,390+78.4% |