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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 | $83,089 | $153,769-46.0% | $133,975-38.0% | $273,972-69.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.78% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $10,849 | $6,029+80.0% | $5,211+108.2% | $4,869+122.8% |
| Participant deferral / active EE | $6,926 | $6,958-0.5% | $6,282+10.2% | $5,287+31.0% |
| Admin fee / account holder | $1,273 | $11,765-89.2% | $9,324-86.4% | $10,133-87.4% |