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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 | $69,477 | $181,898-61.8% | $156,552-55.6% | $273,970-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.61% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $5,000 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $14,925 | $5,550+168.9% | $4,871+206.4% | $5,287+182.3% |
| Admin fee / account holder | $639 | $15,560-95.9% | $13,028-95.1% | $10,132-93.7% |