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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 | $113,274 | $153,769-26.3% | $133,975-15.5% | $273,972-58.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $14,483 | $6,029+140.2% | $5,211+177.9% | $4,869+197.5% |
| Participant deferral / active EE | $10,930 | $6,958+57.1% | $6,282+74.0% | $5,287+106.7% |
| Admin fee / account holder | $1,121 | $11,765-90.5% | $9,324-88.0% | $10,133-88.9% |