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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 | $104,695 | $174,379-40.0% | $152,093-31.2% | $138,895-24.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.74% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $8,339 | $4,652+79.3% | $4,175+99.7% | $4,194+98.8% |
| Participant deferral / active EE | $5,864 | $6,159-4.8% | $5,451+7.6% | $6,396-8.3% |
| Admin fee / account holder | $1,437 | $16,880-91.5% | $14,497-90.1% | $12,562-88.6% |