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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 | $118,267 | $153,769-23.1% | $133,975-11.7% | $273,972-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.25% | 36.51%-29.3pp | 29.29%-22.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,369 | $6,029+55.4% | $5,211+79.8% | $4,869+92.4% |
| Participant deferral / active EE | $4,354 | $6,958-37.4% | $6,282-30.7% | $5,287-17.6% |
| Admin fee / account holder | $1,063 | $11,765-91.0% | $9,324-88.6% | $10,133-89.5% |