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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 | $108,318 | $167,504-35.3% | $151,628-28.6% | $134,509-19.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.85% | 7.81%-1.0pp | 3.34%+3.5pp | 418.13%-411.3pp |
| Employer contribution / active EE | $9,783 | $6,828+43.3% | $6,165+58.7% | $4,741+106.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,911 | $13,779-49.8% | $11,613-40.5% | $11,427-39.5% |