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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 | $109,829 | $181,896-39.6% | $156,551-29.8% | $273,972-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.48% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,748 | $6,248-56.0% | $5,501-50.1% | $4,869-43.6% |
| Participant deferral / active EE | $12,500 | $5,550+125.2% | $4,871+156.6% | $5,287+136.4% |
| Admin fee / account holder | $13,178 | $15,560-15.3% | $13,028+1.1% | $10,133+30.1% |