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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 | $94,492 | $181,896-48.1% | $156,551-39.6% | $273,972-65.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $11,237 | $6,248+79.9% | $5,501+104.3% | $4,869+130.8% |
| Participant deferral / active EE | $11,312 | $5,550+103.8% | $4,871+132.2% | $5,287+113.9% |
| Admin fee / account holder | $12,435 | $15,560-20.1% | $13,028-4.6% | $10,133+22.7% |