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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 | $87,451 | $181,898-51.9% | $156,552-44.1% | $273,970-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.81% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $7,824 | $6,248+25.2% | $5,501+42.2% | $4,869+60.7% |
| Participant deferral / active EE | $5,921 | $5,550+6.7% | $4,871+21.6% | $5,287+12.0% |
| Admin fee / account holder | $22,259 | $15,560+43.1% | $13,028+70.9% | $10,132+119.7% |