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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 | $213,785-27.8% | $185,441-16.8% | $155,188-0.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.16% | 19.97%-10.8pp | 20.16%-11.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $5,865 | $5,393+8.8% | $4,672+25.5% | $4,248+38.1% |
| Participant deferral / active EE | $11,740 | $6,864+71.0% | $6,152+90.8% | $6,531+79.8% |
| Admin fee / account holder | $96,712 | $21,134+357.6% | $17,890+440.6% | $14,480+567.9% |