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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 | $163,173 | $254,759-35.9% | $216,567-24.7% | $198,609-17.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.16% | 10.04%-5.9pp | 12.94%-8.8pp | 202.70%-198.5pp |
| Employer contribution / active EE | $8,331 | $6,096+36.7% | $5,216+59.7% | $5,055+64.8% |
| Participant deferral / active EE | $7,561 | $6,948+8.8% | $6,191+22.1% | $6,977+8.4% |
| Admin fee / account holder | $961 | $26,311-96.3% | $21,981-95.6% | $19,030-95.0% |