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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 | $88,618 | $181,896-51.3% | $156,551-43.4% | $273,972-67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.65% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $9,740 | $6,248+55.9% | $5,501+77.0% | $4,869+100.0% |
| Participant deferral / active EE | $11,572 | $5,550+108.5% | $4,871+137.6% | $5,287+118.9% |
| Admin fee / account holder | $1,631 | $15,560-89.5% | $13,028-87.5% | $10,133-83.9% |