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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 | $113,873 | $89,698+27.0% | $103,464+10.1% | $80,874+40.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 12.52% | 22.78%-10.3pp | 23.91%-11.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $5,427 | $4,018+35.0% | $4,677+16.0% | $2,756+96.9% |
| Participant deferral / active EE | $10,177 | $5,456+86.5% | $6,624+53.6% | $4,297+136.8% |
| Admin fee / account holder | $6,487 | $6,768-4.1% | $9,410-31.1% | $6,935-6.5% |