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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 | $118,405 | $181,896-34.9% | $156,551-24.4% | $273,972-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.01% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $13,011 | $6,248+108.2% | $5,501+136.5% | $4,869+167.2% |
| Participant deferral / active EE | $10,291 | $5,550+85.4% | $4,871+111.3% | $5,287+94.6% |
| Admin fee / account holder | $491 | $15,560-96.8% | $13,028-96.2% | $10,133-95.2% |