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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 | $106,435 | $139,948-23.9% | $121,663-12.5% | $154,746-31.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.18% | 230.52%-217.3pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,558 | $3,521-55.8% | $3,020-48.4% | $4,379-64.4% |
| Participant deferral / active EE | $6,880 | $5,629+22.2% | $4,887+40.8% | $6,730+2.2% |
| Admin fee / account holder | $28,526 | $17,321+64.7% | $14,289+99.6% | $14,365+98.6% |