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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 | $167,847 | $184,014-8.8% | $161,149+4.2% | $138,895+20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.13% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $5,568 | $5,055+10.1% | $4,360+27.7% | $4,194+32.8% |
| Participant deferral / active EE | $24,364 | $6,909+252.6% | $6,153+296.0% | $6,396+280.9% |
| Admin fee / account holder | $1,275 | $18,027-92.9% | $15,194-91.6% | $12,562-89.9% |