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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 | $121,022 | $181,896-33.5% | $156,551-22.7% | $273,972-55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.18% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $19,980 | $6,248+219.8% | $5,501+263.2% | $4,869+310.4% |
| Participant deferral / active EE | $13,596 | $5,550+145.0% | $4,871+179.1% | $5,287+157.1% |
| Admin fee / account holder | $1,142 | $15,560-92.7% | $13,028-91.2% | $10,133-88.7% |