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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 | $137,840 | $201,264-31.5% | $184,185-25.2% | $145,978-5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.28% | 29.00%-2.7pp | 28.81%-2.5pp | 550.52%-524.2pp |
| Employer contribution / active EE | $6,125 | $7,021-12.8% | $6,426-4.7% | $4,662+31.4% |
| Participant deferral / active EE | $10,413 | $9,806+6.2% | $9,132+14.0% | $6,690+55.7% |
| Admin fee / account holder | $8,546 | $16,376-47.8% | $13,909-38.6% | $13,400-36.2% |