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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 | $105,300 | $153,769-31.5% | $133,975-21.4% | $273,972-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.92% | 36.51%-24.6pp | 29.29%-17.4pp | 41.46%-29.5pp |
| Employer contribution / active EE | $19,484 | $6,029+223.2% | $5,211+273.9% | $4,869+300.2% |
| Participant deferral / active EE | $16,800 | $6,958+141.4% | $6,282+167.4% | $5,287+217.7% |
| Admin fee / account holder | $1,155 | $11,765-90.2% | $9,324-87.6% | $10,133-88.6% |