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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 | $154,318 | $254,759-39.4% | $216,567-28.7% | $198,609-22.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.16% | 10.04%-0.9pp | 12.94%-3.8pp | 202.70%-193.5pp |
| Employer contribution / active EE | $5,865 | $6,096-3.8% | $5,216+12.5% | $5,055+16.0% |
| Participant deferral / active EE | $11,740 | $6,948+69.0% | $6,191+89.6% | $6,977+68.3% |
| Admin fee / account holder | $96,712 | $26,311+267.6% | $21,981+340.0% | $19,030+408.2% |