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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 | $136,814 | $136,307+0.4% | $106,619+28.3% | $273,972-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 15.13% | 11.05%+4.1pp | 9.42%+5.7pp | 41.46%-26.3pp |
| Employer contribution / active EE | $10,901 | $5,190+110.1% | $3,947+176.2% | $4,869+123.9% |
| Participant deferral / active EE | $6,884 | $4,969+38.5% | $3,930+75.2% | $5,287+30.2% |
| Admin fee / account holder | $13,277 | $8,625+53.9% | $6,418+106.9% | $10,133+31.0% |