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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 | $127,720 | $155,555-17.9% | $146,866-13.0% | $155,188-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $7,823 | $4,647+68.4% | $4,425+76.8% | $4,248+84.2% |
| Participant deferral / active EE | $14,346 | $8,044+78.3% | $7,759+84.9% | $6,531+119.7% |
| Admin fee / account holder | $16,302 | $14,755+10.5% | $13,620+19.7% | $14,480+12.6% |