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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 | $56,481 | $181,896-68.9% | $156,551-63.9% | $273,972-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.66% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $9,581 | $6,248+53.3% | $5,501+74.2% | $4,869+96.8% |
| Participant deferral / active EE | $4,612 | $5,550-16.9% | $4,871-5.3% | $5,287-12.8% |
| Admin fee / account holder | $767 | $15,560-95.1% | $13,028-94.1% | $10,133-92.4% |