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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 | $66,163 | $153,769-57.0% | $133,975-50.6% | $273,972-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.29% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $17,704 | $6,029+193.7% | $5,211+239.7% | $4,869+263.6% |
| Participant deferral / active EE | $8,221 | $6,958+18.1% | $6,282+30.9% | $5,287+55.5% |
| Admin fee / account holder | $2,111 | $11,765-82.1% | $9,324-77.4% | $10,133-79.2% |