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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 | $70,189 | $153,769-54.4% | $133,975-47.6% | $273,972-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.98% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $8,114 | $6,029+34.6% | $5,211+55.7% | $4,869+66.7% |
| Participant deferral / active EE | $6,110 | $6,958-12.2% | $6,282-2.7% | $5,287+15.6% |
| Admin fee / account holder | $6,187 | $11,765-47.4% | $9,324-33.6% | $10,133-38.9% |