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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 | $137,641 | $181,896-24.3% | $156,551-12.1% | $273,972-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.56% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $10,620 | $6,248+70.0% | $5,501+93.1% | $4,869+118.1% |
| Participant deferral / active EE | $7,232 | $5,550+30.3% | $4,871+48.5% | $5,287+36.8% |
| Admin fee / account holder | $27,138 | $15,560+74.4% | $13,028+108.3% | $10,133+167.8% |