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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 | $102,931 | $181,896-43.4% | $156,551-34.3% | $273,972-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.85% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $15,144 | $6,248+142.4% | $5,501+175.3% | $4,869+211.0% |
| Participant deferral / active EE | $10,165 | $5,550+83.2% | $4,871+108.7% | $5,287+92.3% |
| Admin fee / account holder | $31,401 | $15,560+101.8% | $13,028+141.0% | $10,133+209.9% |