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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 | $168,505 | $181,896-7.4% | $156,551+7.6% | $273,972-38.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $10,220 | $6,248+63.6% | $5,501+85.8% | $4,869+109.9% |
| Participant deferral / active EE | $7,564 | $5,550+36.3% | $4,871+55.3% | $5,287+43.1% |
| Admin fee / account holder | $1,205 | $15,560-92.3% | $13,028-90.7% | $10,133-88.1% |