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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 | $123,865 | $184,014-32.7% | $161,149-23.1% | $138,895-10.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.07% | 21.52%-6.5pp | 21.16%-6.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,750 | $5,055-6.0% | $4,360+8.9% | $4,194+13.3% |
| Participant deferral / active EE | $8,032 | $6,909+16.3% | $6,153+30.5% | $6,396+25.6% |
| Admin fee / account holder | $580 | $18,027-96.8% | $15,194-96.2% | $12,562-95.4% |