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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 | $82,212 | $135,956-39.5% | $123,894-33.6% | $273,972-70.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.31% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,970 | $5,170+54.2% | $4,617+72.6% | $4,869+63.7% |
| Participant deferral / active EE | $21,050 | $6,343+231.9% | $5,984+251.8% | $5,287+298.1% |
| Admin fee / account holder | $18,450 | $9,817+87.9% | $8,357+120.8% | $10,133+82.1% |