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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 | $101,457 | $152,074-33.3% | $137,474-26.2% | $198,609-48.9% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 15.20% | 10.68%+4.5pp | 11.53%+3.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,697 | $5,444-32.1% | $5,048-26.8% | $5,055-26.9% |
| Participant deferral / active EE | $6,485 | $6,522-0.6% | $6,155+5.4% | $6,977-7.0% |
| Admin fee / account holder | $665 | $11,950-94.4% | $10,602-93.7% | $19,030-96.5% |