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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 | $127,127 | $181,896-30.1% | $156,551-18.8% | $273,972-53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.37% | 30.74%-15.4pp | 32.23%-16.9pp | 41.46%-26.1pp |
| Employer contribution / active EE | $10,389 | $6,248+66.3% | $5,501+88.8% | $4,869+113.4% |
| Participant deferral / active EE | $6,813 | $5,550+22.8% | $4,871+39.9% | $5,287+28.9% |
| Admin fee / account holder | $3,706 | $15,560-76.2% | $13,028-71.6% | $10,133-63.4% |