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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 | $93,814 | $153,769-39.0% | $133,975-30.0% | $273,972-65.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.35% | 36.51%-16.2pp | 29.29%-8.9pp | 41.46%-21.1pp |
| Employer contribution / active EE | $4,741 | $6,029-21.4% | $5,211-9.0% | $4,869-2.6% |
| Participant deferral / active EE | $10,914 | $6,958+56.8% | $6,282+73.7% | $5,287+106.4% |
| Admin fee / account holder | $734 | $11,765-93.8% | $9,324-92.1% | $10,133-92.8% |