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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 | $69,369 | $140,592-50.7% | $123,105-43.7% | $125,389-44.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.55% | 16.80%-15.2pp | 13.22%-11.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $8,669 | $6,041+43.5% | $5,151+68.3% | $4,866+78.1% |
| Participant deferral / active EE | $10,627 | $6,980+52.2% | $6,229+70.6% | $5,352+98.6% |
| Admin fee / account holder | $11,075 | $11,198-1.1% | $9,014+22.9% | $9,541+16.1% |