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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 | $109,428 | $88,583+23.5% | $88,497+23.7% | $273,972-60.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.83% | 5.68%-0.9pp | 7.63%-2.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $16,721 | $4,502+271.4% | $4,036+314.3% | $4,869+243.4% |
| Participant deferral / active EE | $9,236 | $4,891+88.8% | $4,899+88.5% | $5,287+74.7% |
| Admin fee / account holder | $443 | $8,980-95.1% | $6,220-92.9% | $10,133-95.6% |