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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 | $61,897 | $181,896-66.0% | $156,551-60.5% | $273,972-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.65% | 30.74%-18.1pp | 32.23%-19.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $7,502 | $6,248+20.1% | $5,501+36.4% | $4,869+54.1% |
| Participant deferral / active EE | $7,833 | $5,550+41.1% | $4,871+60.8% | $5,287+48.2% |
| Admin fee / account holder | $443 | $15,560-97.2% | $13,028-96.6% | $10,133-95.6% |