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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 | $106,122 | $135,956-21.9% | $123,894-14.3% | $273,972-61.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.92% | 56.63%-38.7pp | 47.52%-29.6pp | 41.46%-23.5pp |
| Employer contribution / active EE | $6,253 | $5,170+21.0% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $8,194 | $6,343+29.2% | $5,984+36.9% | $5,287+55.0% |
| Admin fee / account holder | $17,863 | $9,817+82.0% | $8,357+113.7% | $10,133+76.3% |