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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 | $64,548 | $181,896-64.5% | $156,551-58.8% | $273,972-76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.58% | 30.74%-15.2pp | 32.23%-16.7pp | 41.46%-25.9pp |
| Employer contribution / active EE | $15,667 | $6,248+150.8% | $5,501+184.8% | $4,869+221.8% |
| Participant deferral / active EE | $7,132 | $5,550+28.5% | $4,871+46.4% | $5,287+34.9% |
| Admin fee / account holder | $385 | $15,560-97.5% | $13,028-97.0% | $10,133-96.2% |