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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 | $139,999 | $181,896-23.0% | $156,551-10.6% | $273,972-48.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.25% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $13,653 | $6,248+118.5% | $5,501+148.2% | $4,869+180.4% |
| Participant deferral / active EE | $8,283 | $5,550+49.2% | $4,871+70.1% | $5,287+56.7% |
| Admin fee / account holder | $7,812 | $15,560-49.8% | $13,028-40.0% | $10,133-22.9% |