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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 | $136,037 | $201,344-32.4% | $184,243-26.2% | $145,877-6.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.50% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $6,920 | $7,022-1.5% | $6,427+7.7% | $4,663+48.4% |
| Participant deferral / active EE | $9,898 | $9,807+0.9% | $9,132+8.4% | $6,691+47.9% |
| Admin fee / account holder | $403 | $16,382-97.5% | $13,914-97.1% | $13,402-97.0% |