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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 | $112,941 | $106,864+5.7% | $147,318-23.3% | $82,637+36.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.01% | 27.49%-10.5pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $5,787 | $3,417+69.4% | $4,593+26.0% | $2,552+126.7% |
| Participant deferral / active EE | $10,657 | $6,496+64.1% | $7,906+34.8% | $4,126+158.3% |
| Admin fee / account holder | $582 | $8,415-93.1% | $13,708-95.8% | $7,339-92.1% |