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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 | $102,488 | $181,896-43.7% | $156,551-34.5% | $273,972-62.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.46% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $7,945 | $6,248+27.2% | $5,501+44.4% | $4,869+63.2% |
| Participant deferral / active EE | $5,660 | $5,550+2.0% | $4,871+16.2% | $5,287+7.1% |
| Admin fee / account holder | $2,038 | $15,560-86.9% | $13,028-84.4% | $10,133-79.9% |