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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 | $114,312 | $153,769-25.7% | $133,975-14.7% | $273,972-58.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.48% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $11,649 | $6,029+93.2% | $5,211+123.5% | $4,869+139.3% |
| Participant deferral / active EE | $8,519 | $6,958+22.4% | $6,282+35.6% | $5,287+61.1% |
| Admin fee / account holder | $35,698 | $11,765+203.4% | $9,324+282.8% | $10,133+252.3% |