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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 | $177,219 | $136,307+30.0% | $106,619+66.2% | $273,972-35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.99% | 11.05%-1.1pp | 9.42%+0.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,559 | $5,190+64.9% | $3,947+116.9% | $4,869+75.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,996 | $8,625-18.9% | $6,418+9.0% | $10,133-31.0% |