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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 | $34,049 | $153,769-77.9% | $133,975-74.6% | $273,972-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.05% | 36.51%-26.5pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $6,638 | $6,029+10.1% | $5,211+27.4% | $4,869+36.3% |
| Participant deferral / active EE | $10,904 | $6,958+56.7% | $6,282+73.6% | $5,287+106.2% |
| Admin fee / account holder | $726 | $11,765-93.8% | $9,324-92.2% | $10,133-92.8% |