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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 | $98,190 | $215,361-54.4% | $171,082-42.6% | $273,972-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.95% | 25.14%-15.2pp | 32.56%-22.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,154 | $4,967+64.2% | $4,002+103.8% | $4,869+67.5% |
| Participant deferral / active EE | $6,692 | $5,543+20.7% | $4,797+39.5% | $5,287+26.6% |
| Admin fee / account holder | $1,716 | $10,846-84.2% | $8,520-79.9% | $10,133-83.1% |