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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 | $78,423 | $135,956-42.3% | $123,894-36.7% | $273,972-71.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.76% | 56.63%-40.9pp | 47.52%-31.8pp | 41.46%-25.7pp |
| Employer contribution / active EE | $7,678 | $5,170+48.5% | $4,617+66.3% | $4,869+57.7% |
| Participant deferral / active EE | $10,852 | $6,343+71.1% | $5,984+81.3% | $5,287+105.2% |
| Admin fee / account holder | $1,446 | $9,817-85.3% | $8,357-82.7% | $10,133-85.7% |