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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 | $69,720 | $181,896-61.7% | $156,551-55.5% | $273,972-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.51% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $9,961 | $6,248+59.4% | $5,501+81.1% | $4,869+104.6% |
| Participant deferral / active EE | $5,833 | $5,550+5.1% | $4,871+19.8% | $5,287+10.3% |
| Admin fee / account holder | $23,077 | $15,560+48.3% | $13,028+77.1% | $10,133+127.8% |