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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 | $80,207 | $89,515-10.4% | $103,486-22.5% | $80,935-0.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 16.10% | 22.82%-6.7pp | 23.93%-7.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $6,527 | $4,015+62.5% | $4,679+39.5% | $2,757+136.8% |
| Participant deferral / active EE | $8,350 | $5,463+52.9% | $6,628+26.0% | $4,299+94.2% |
| Admin fee / account holder | $9,484 | $6,527+45.3% | $9,354+1.4% | $6,924+37.0% |