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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 | $89,167 | $181,896-51.0% | $156,551-43.0% | $273,972-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.93% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $15,270 | $6,248+144.4% | $5,501+177.6% | $4,869+213.6% |
| Participant deferral / active EE | $8,662 | $5,550+56.1% | $4,871+77.8% | $5,287+63.8% |
| Admin fee / account holder | $7,805 | $15,560-49.8% | $13,028-40.1% | $10,133-23.0% |