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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 | $78,565 | $153,769-48.9% | $133,975-41.4% | $273,972-71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.27% | 36.51%-24.2pp | 29.29%-17.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $9,733 | $6,029+61.4% | $5,211+86.8% | $4,869+99.9% |
| Participant deferral / active EE | $5,634 | $6,958-19.0% | $6,282-10.3% | $5,287+6.6% |
| Admin fee / account holder | $15,879 | $11,765+35.0% | $9,324+70.3% | $10,133+56.7% |