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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 | $132,069 | $181,896-27.4% | $156,551-15.6% | $273,972-51.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.90% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $35,820 | $6,248+473.3% | $5,501+551.1% | $4,869+635.7% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $837 | $15,560-94.6% | $13,028-93.6% | $10,133-91.7% |