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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 | $105,499 | $181,896-42.0% | $156,551-32.6% | $273,972-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.35% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $12,716 | $6,248+103.5% | $5,501+131.2% | $4,869+161.2% |
| Participant deferral / active EE | $8,049 | $5,550+45.0% | $4,871+65.2% | $5,287+52.2% |
| Admin fee / account holder | $632 | $15,560-95.9% | $13,028-95.2% | $10,133-93.8% |