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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 | $91,033 | $100,194-9.1% | $122,979-26.0% | $86,983+4.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.43% | 16.47%0pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $6,437 | $2,326+176.8% | $3,062+110.2% | $2,584+149.1% |
| Participant deferral / active EE | $5,162 | $4,133+24.9% | $5,003+3.2% | $4,194+23.1% |
| Admin fee / account holder | $15,805 | $10,148+55.7% | $12,864+22.9% | $7,856+101.2% |