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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 | $101,966 | $153,769-33.7% | $133,975-23.9% | $273,972-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.24% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.2pp |
| Employer contribution / active EE | $11,858 | $6,029+96.7% | $5,211+127.6% | $4,869+143.6% |
| Participant deferral / active EE | $10,600 | $6,958+52.3% | $6,282+68.7% | $5,287+100.5% |
| Admin fee / account holder | $11,100 | $11,765-5.6% | $9,324+19.0% | $10,133+9.6% |