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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 | $113,218 | $153,311-26.2% | $109,313+3.6% | $273,972-58.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.67% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,246 | $5,619+29.0% | $3,892+86.2% | $4,869+48.8% |
| Participant deferral / active EE | $7,027 | $3,932+78.7% | $3,166+121.9% | $5,287+32.9% |
| Admin fee / account holder | $2,185 | $8,076-72.9% | $5,666-61.4% | $10,133-78.4% |