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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 | $97,981 | $126,661-22.6% | $113,397-13.6% | $138,895-29.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.04% | 25.05%-7.0pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $4,709 | $3,456+36.3% | $2,977+58.2% | $4,194+12.3% |
| Participant deferral / active EE | $15,122 | $5,693+165.6% | $5,076+197.9% | $6,396+136.4% |
| Admin fee / account holder | $4,485 | $14,549-69.2% | $11,957-62.5% | $12,562-64.3% |