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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 | $104,588 | $181,896-42.5% | $156,551-33.2% | $273,972-61.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.98% | 30.74%-21.8pp | 32.23%-23.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,945 | $6,248-68.9% | $5,501-64.7% | $4,869-60.1% |
| Participant deferral / active EE | $8,518 | $5,550+53.5% | $4,871+74.9% | $5,287+61.1% |
| Admin fee / account holder | $459 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |