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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 | $91,315 | $104,098-12.3% | $140,514-35.0% | $94,015-2.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 14.16% | 15.14%-1.0pp | 14.36%-0.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $6,036 | $2,388+152.7% | $3,378+78.7% | $2,790+116.3% |
| Participant deferral / active EE | $4,943 | $4,033+22.6% | $4,919+0.5% | $4,249+16.3% |
| Admin fee / account holder | $482 | $10,439-95.4% | $13,697-96.5% | $8,951-94.6% |