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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 | $93,751 | $93,064+0.7% | $74,577+25.7% | $273,972-65.8% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | 10.48% | 26.18%-15.7pp | 20.47%-10.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $12,485 | $3,160+295.1% | $2,525+394.4% | $4,869+156.4% |
| Participant deferral / active EE | $6,387 | $4,160+53.5% | $3,458+84.7% | $5,287+20.8% |
| Admin fee / account holder | $846 | $5,273-84.0% | $4,138-79.6% | $10,133-91.7% |