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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 | $134,867 | $181,896-25.9% | $156,551-13.9% | $273,972-50.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $9,869 | $6,248+57.9% | $5,501+79.4% | $4,869+102.7% |
| Participant deferral / active EE | $5,988 | $5,550+7.9% | $4,871+22.9% | $5,287+13.3% |
| Admin fee / account holder | $33,819 | $15,560+117.3% | $13,028+159.6% | $10,133+233.8% |