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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 | $61,482 | $181,896-66.2% | $156,551-60.7% | $273,972-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.84% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $13,122 | $6,248+110.0% | $5,501+138.5% | $4,869+169.5% |
| Participant deferral / active EE | $9,662 | $5,550+74.1% | $4,871+98.3% | $5,287+82.7% |
| Admin fee / account holder | $382 | $15,560-97.5% | $13,028-97.1% | $10,133-96.2% |