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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 | $112,567 | $201,264-44.1% | $184,185-38.9% | $145,978-22.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.21% | 29.00%-7.8pp | 28.81%-7.6pp | 550.52%-529.3pp |
| Employer contribution / active EE | $5,684 | $7,021-19.0% | $6,426-11.5% | $4,662+21.9% |
| Participant deferral / active EE | $16,007 | $9,806+63.2% | $9,132+75.3% | $6,690+139.3% |
| Admin fee / account holder | $894 | $16,376-94.5% | $13,909-93.6% | $13,400-93.3% |