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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 | $114,070 | $167,415-31.9% | $140,514-18.8% | $198,609-42.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.98% | 13.85%+6.1pp | 14.36%+5.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,741 | $4,088-33.0% | $3,378-18.9% | $5,055-45.8% |
| Participant deferral / active EE | $8,658 | $5,579+55.2% | $4,919+76.0% | $6,977+24.1% |
| Admin fee / account holder | $1,055 | $16,730-93.7% | $13,697-92.3% | $19,030-94.5% |