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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 | $76,938 | $181,896-57.7% | $156,551-50.9% | $273,972-71.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,307 | $6,248+32.9% | $5,501+51.0% | $4,869+70.6% |
| Participant deferral / active EE | $5,436 | $5,550-2.1% | $4,871+11.6% | $5,287+2.8% |
| Admin fee / account holder | $870 | $15,560-94.4% | $13,028-93.3% | $10,133-91.4% |