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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 | $199,109-22.5% | $173,730-11.2% | $154,746-0.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.16% | 20.02%-10.9pp | 19.96%-10.8pp | 172.34%-163.2pp |
| Employer contribution / active EE | $5,865 | $5,311+10.4% | $4,577+28.1% | $4,379+33.9% |
| Participant deferral / active EE | $11,740 | $7,113+65.1% | $6,326+85.6% | $6,730+74.4% |
| Admin fee / account holder | $96,712 | $20,916+362.4% | $17,523+451.9% | $14,365+573.2% |