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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 | $121,496 | $153,769-21.0% | $133,975-9.3% | $273,972-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.96% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,850 | $6,029+129.7% | $5,211+165.8% | $4,869+184.5% |
| Participant deferral / active EE | $9,561 | $6,958+37.4% | $6,282+52.2% | $5,287+80.8% |
| Admin fee / account holder | $98,581 | $11,765+738.0% | $9,324+957.2% | $10,133+872.9% |