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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 | $137,561 | $181,896-24.4% | $156,551-12.1% | $273,972-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.65% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $12,463 | $6,248+99.5% | $5,501+126.5% | $4,869+156.0% |
| Participant deferral / active EE | $11,081 | $5,550+99.6% | $4,871+127.5% | $5,287+109.6% |
| Admin fee / account holder | $1,807 | $15,560-88.4% | $13,028-86.1% | $10,133-82.2% |