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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 | $138,434 | $215,361-35.7% | $171,082-19.1% | $273,972-49.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.28% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $15,608 | $4,967+214.2% | $4,002+290.0% | $4,869+220.6% |
| Participant deferral / active EE | $7,877 | $5,543+42.1% | $4,797+64.2% | $5,287+49.0% |
| Admin fee / account holder | $1,874 | $10,846-82.7% | $8,520-78.0% | $10,133-81.5% |