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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 | $126,651 | $181,896-30.4% | $156,551-19.1% | $273,972-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.60% | 30.74%-16.1pp | 32.23%-17.6pp | 41.46%-26.9pp |
| Employer contribution / active EE | $2,000 | $6,248-68.0% | $5,501-63.6% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,270 | $15,560-91.8% | $13,028-90.3% | $10,133-87.5% |