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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 | $126,289 | $153,769-17.9% | $133,975-5.7% | $273,972-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.5pp |
| Employer contribution / active EE | $11,317 | $6,029+87.7% | $5,211+117.2% | $4,869+132.4% |
| Participant deferral / active EE | $9,447 | $6,958+35.8% | $6,282+50.4% | $5,287+78.7% |
| Admin fee / account holder | $477 | $11,765-95.9% | $9,324-94.9% | $10,133-95.3% |