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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 | $181,161 | $104,098+74.0% | $140,514+28.9% | $94,015+92.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 11.79% | 15.14%-3.3pp | 14.36%-2.6pp | 17.84%-6.1pp |
| Employer contribution / active EE | $8,314 | $2,388+248.1% | $3,378+146.1% | $2,790+198.0% |
| Participant deferral / active EE | $8,360 | $4,033+107.3% | $4,919+70.0% | $4,249+96.7% |
| Admin fee / account holder | $9,745 | $10,439-6.6% | $13,697-28.9% | $8,951+8.9% |