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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 | $110,570 | $163,687-32.5% | $108,745+1.7% | $273,972-59.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 8.15% | 31.16%-23.0pp | 46.22%-38.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $13,267 | $4,711+181.6% | $3,323+299.2% | $4,869+172.5% |
| Participant deferral / active EE | $17,258 | $7,155+141.2% | $5,121+237.0% | $5,287+226.4% |
| Admin fee / account holder | $951 | $12,890-92.6% | $6,144-84.5% | $10,133-90.6% |