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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 | $40,913 | $135,956-69.9% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.80% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,840 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $7,370 | $6,343+16.2% | $5,984+23.1% | $5,287+39.4% |
| Admin fee / account holder | $352 | $9,817-96.4% | $8,357-95.8% | $10,133-96.5% |