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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 | $199,109-30.9% | $173,730-20.8% | $154,746-11.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.45% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $6,215 | $5,311+17.0% | $4,577+35.8% | $4,379+41.9% |
| Participant deferral / active EE | $18,227 | $7,113+156.3% | $6,326+188.1% | $6,730+170.8% |
| Admin fee / account holder | $19,780 | $20,916-5.4% | $17,523+12.9% | $14,365+37.7% |