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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 | $48,537 | $140,592-65.5% | $123,105-60.6% | $125,389-61.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 8.55% | 16.80%-8.2pp | 13.22%-4.7pp | 282.24%-273.7pp |
| Employer contribution / active EE | $9,254 | $6,041+53.2% | $5,151+79.6% | $4,866+90.2% |
| Participant deferral / active EE | $8,996 | $6,980+28.9% | $6,229+44.4% | $5,352+68.1% |
| Admin fee / account holder | $1,663 | $11,198-85.1% | $9,014-81.5% | $9,541-82.6% |