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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 | $95,461 | $135,956-29.8% | $123,894-22.9% | $273,972-65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,272 | $5,170+60.0% | $4,617+79.2% | $4,869+69.9% |
| Participant deferral / active EE | $7,109 | $6,343+12.1% | $5,984+18.8% | $5,287+34.5% |
| Admin fee / account holder | $12,662 | $9,817+29.0% | $8,357+51.5% | $10,133+25.0% |