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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 | $113,006 | $181,896-37.9% | $156,551-27.8% | $273,972-58.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,117 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $14,000 | $5,550+152.3% | $4,871+187.4% | $5,287+164.8% |
| Admin fee / account holder | $8,270 | $15,560-46.8% | $13,028-36.5% | $10,133-18.4% |