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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 | $85,855 | $153,769-44.2% | $133,975-35.9% | $273,972-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.60% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $14,253 | $6,029+136.4% | $5,211+173.5% | $4,869+192.7% |
| Participant deferral / active EE | $6,946 | $6,958-0.2% | $6,282+10.6% | $5,287+31.4% |
| Admin fee / account holder | $2,099 | $11,765-82.2% | $9,324-77.5% | $10,133-79.3% |