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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 | $114,194 | $184,014-37.9% | $161,149-29.1% | $138,895-17.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.08% | 21.52%-7.4pp | 21.16%-7.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $5,688 | $5,055+12.5% | $4,360+30.5% | $4,194+35.6% |
| Participant deferral / active EE | $15,664 | $6,909+126.7% | $6,153+154.6% | $6,396+144.9% |
| Admin fee / account holder | $55,319 | $18,027+206.9% | $15,194+264.1% | $12,562+340.4% |