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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 | $61,647 | $153,769-59.9% | $133,975-54.0% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.22% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,318 | $6,029+21.4% | $5,211+40.4% | $4,869+50.3% |
| Participant deferral / active EE | $7,138 | $6,958+2.6% | $6,282+13.6% | $5,287+35.0% |
| Admin fee / account holder | $1,358 | $11,765-88.5% | $9,324-85.4% | $10,133-86.6% |