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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 | $124,477 | $215,361-42.2% | $171,082-27.2% | $273,972-54.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.09% | 25.14%-15.0pp | 32.56%-22.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $7,883 | $4,967+58.7% | $4,002+97.0% | $4,869+61.9% |
| Participant deferral / active EE | $15,962 | $5,543+188.0% | $4,797+232.7% | $5,287+201.9% |
| Admin fee / account holder | $5,957 | $10,846-45.1% | $8,520-30.1% | $10,133-41.2% |