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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 | $244,793 | $254,759-3.9% | $216,567+13.0% | $198,609+23.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.25% | 10.04%+1.2pp | 12.94%-1.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $7,842 | $6,096+28.6% | $5,216+50.4% | $5,055+55.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,935 | $26,311-88.8% | $21,981-86.6% | $19,030-84.6% |