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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 | $140,742 | $201,344-30.1% | $184,243-23.6% | $145,877-3.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.15% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $13,782 | $7,022+96.3% | $6,427+114.4% | $4,663+195.6% |
| Participant deferral / active EE | $9,281 | $9,807-5.4% | $9,132+1.6% | $6,691+38.7% |
| Admin fee / account holder | $1,010 | $16,382-93.8% | $13,914-92.7% | $13,402-92.5% |