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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 | $143,186 | $215,361-33.5% | $171,082-16.3% | $273,972-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 13.34% | 25.14%-11.8pp | 32.56%-19.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $17,556 | $4,967+253.4% | $4,002+338.7% | $4,869+260.6% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $1,285 | $10,846-88.2% | $8,520-84.9% | $10,133-87.3% |