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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 | $60,689 | $181,896-66.6% | $156,551-61.2% | $273,972-77.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.16% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,763 | $6,248+24.2% | $5,501+41.1% | $4,869+59.4% |
| Participant deferral / active EE | $15,002 | $5,550+170.3% | $4,871+208.0% | $5,287+183.7% |
| Admin fee / account holder | $1,078 | $15,560-93.1% | $13,028-91.7% | $10,133-89.4% |