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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 | $48,774 | $181,896-73.2% | $156,551-68.8% | $273,972-82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.21% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $12,732 | $6,248+103.8% | $5,501+131.4% | $4,869+161.5% |
| Participant deferral / active EE | $16,242 | $5,550+192.6% | $4,871+233.4% | $5,287+207.2% |
| Admin fee / account holder | $558 | $15,560-96.4% | $13,028-95.7% | $10,133-94.5% |