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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 | $89,515+27.2% | $103,065+10.5% | $80,959+40.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 12.52% | 22.82%-10.3pp | 23.95%-11.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $5,427 | $4,015+35.1% | $4,675+16.1% | $2,757+96.8% |
| Participant deferral / active EE | $10,177 | $5,463+86.3% | $6,625+53.6% | $4,300+136.6% |
| Admin fee / account holder | $6,487 | $6,527-0.6% | $9,349-30.6% | $6,925-6.3% |