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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 | $43,634 | $181,896-76.0% | $156,551-72.1% | $273,972-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.76% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $9,868 | $6,248+57.9% | $5,501+79.4% | $4,869+102.7% |
| Participant deferral / active EE | $11,081 | $5,550+99.7% | $4,871+127.5% | $5,287+109.6% |
| Admin fee / account holder | $2,331 | $15,560-85.0% | $13,028-82.1% | $10,133-77.0% |