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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 | $151,898 | $153,311-0.9% | $109,313+39.0% | $273,972-44.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.44% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $18,493 | $5,619+229.1% | $3,892+375.1% | $4,869+279.8% |
| Participant deferral / active EE | $9,000 | $3,932+128.9% | $3,166+184.2% | $5,287+70.2% |
| Admin fee / account holder | $1,165 | $8,076-85.6% | $5,666-79.4% | $10,133-88.5% |