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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 | $97,119 | $153,769-36.8% | $133,975-27.5% | $273,972-64.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.95% | 36.51%-22.6pp | 29.29%-15.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $20,189 | $6,029+234.9% | $5,211+287.4% | $4,869+314.7% |
| Participant deferral / active EE | $12,903 | $6,958+85.4% | $6,282+105.4% | $5,287+144.0% |
| Admin fee / account holder | $514 | $11,765-95.6% | $9,324-94.5% | $10,133-94.9% |