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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 | $133,598 | $181,896-26.6% | $156,551-14.7% | $273,972-51.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.23% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $8,639 | $6,248+38.3% | $5,501+57.0% | $4,869+77.4% |
| Participant deferral / active EE | $20,098 | $5,550+262.1% | $4,871+312.6% | $5,287+280.1% |
| Admin fee / account holder | $2,313 | $15,560-85.1% | $13,028-82.2% | $10,133-77.2% |