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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 | $134,942 | $132,310+2.0% | $105,754+27.6% | $273,972-50.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.31% | 10.08%-1.8pp | 12.25%-3.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,898 | $4,867+62.3% | $4,079+93.6% | $4,869+62.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,155 | $12,036-57.2% | $8,309-38.0% | $10,133-49.1% |