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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 | $137,546 | $184,014-25.3% | $161,149-14.6% | $138,895-1.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.45% | 21.52%-7.1pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $6,215 | $5,055+22.9% | $4,360+42.5% | $4,194+48.2% |
| Participant deferral / active EE | $18,227 | $6,909+163.8% | $6,153+196.2% | $6,396+185.0% |
| Admin fee / account holder | $19,780 | $18,027+9.7% | $15,194+30.2% | $12,562+57.5% |