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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 | $130,039 | $181,896-28.5% | $156,551-16.9% | $273,972-52.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.44% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $39,887 | $6,248+538.4% | $5,501+625.0% | $4,869+719.2% |
| Participant deferral / active EE | $22,365 | $5,550+303.0% | $4,871+359.1% | $5,287+323.0% |
| Admin fee / account holder | $94,669 | $15,560+508.4% | $13,028+626.7% | $10,133+834.3% |