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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 | $125,987 | $181,896-30.7% | $156,551-19.5% | $273,972-54.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,890 | $6,248+58.3% | $5,501+79.8% | $4,869+103.1% |
| Participant deferral / active EE | $5,490 | $5,550-1.1% | $4,871+12.7% | $5,287+3.8% |
| Admin fee / account holder | $783 | $15,560-95.0% | $13,028-94.0% | $10,133-92.3% |