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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 | $155,370 | $181,896-14.6% | $156,551-0.8% | $273,972-43.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.56% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $14,661 | $6,248+134.6% | $5,501+166.5% | $4,869+201.1% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $5,211 | $15,560-66.5% | $13,028-60.0% | $10,133-48.6% |