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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 | $85,278 | $135,956-37.3% | $123,894-31.2% | $273,972-68.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,193 | $5,170+19.8% | $4,617+34.1% | $4,869+27.2% |
| Participant deferral / active EE | $8,192 | $6,343+29.2% | $5,984+36.9% | $5,287+54.9% |
| Admin fee / account holder | $10,613 | $9,817+8.1% | $8,357+27.0% | $10,133+4.7% |