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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 | $172,822 | $215,361-19.8% | $171,082+1.0% | $273,972-36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.91% | 25.14%-18.2pp | 32.56%-25.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $9,399 | $4,967+89.2% | $4,002+134.9% | $4,869+93.1% |
| Participant deferral / active EE | $10,996 | $5,543+98.4% | $4,797+129.2% | $5,287+108.0% |
| Admin fee / account holder | $14,088 | $10,846+29.9% | $8,520+65.4% | $10,133+39.0% |