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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 | $97,155 | $181,896-46.6% | $156,551-37.9% | $273,972-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.40% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $9,511 | $6,248+52.2% | $5,501+72.9% | $4,869+95.3% |
| Participant deferral / active EE | $7,957 | $5,550+43.4% | $4,871+63.3% | $5,287+50.5% |
| Admin fee / account holder | $1,320 | $15,560-91.5% | $13,028-89.9% | $10,133-87.0% |