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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 | $114,172 | $181,896-37.2% | $156,551-27.1% | $273,972-58.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.42% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $8,571 | $6,248+37.2% | $5,501+55.8% | $4,869+76.0% |
| Participant deferral / active EE | $5,581 | $5,550+0.6% | $4,871+14.6% | $5,287+5.5% |
| Admin fee / account holder | $3,556 | $15,560-77.1% | $13,028-72.7% | $10,133-64.9% |