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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 | $76,777 | $93,055-17.5% | $153,741-50.1% | $80,959-5.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.97% | 19.97%-3.0pp | 15.71%+1.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $5,714 | $3,504+63.1% | $5,042+13.3% | $2,757+107.2% |
| Participant deferral / active EE | $9,344 | $5,172+80.7% | $6,757+38.3% | $4,300+117.3% |
| Admin fee / account holder | $7,820 | $8,881-11.9% | $12,749-38.7% | $6,925+12.9% |