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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 | $93,509 | $153,769-39.2% | $133,975-30.2% | $273,972-65.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 21.67% | 36.51%-14.8pp | 29.29%-7.6pp | 41.46%-19.8pp |
| Employer contribution / active EE | $26,599 | $6,029+341.2% | $5,211+410.4% | $4,869+446.3% |
| Participant deferral / active EE | $13,500 | $6,958+94.0% | $6,282+114.9% | $5,287+155.3% |
| Admin fee / account holder | $499 | $11,765-95.8% | $9,324-94.7% | $10,133-95.1% |