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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 | $75,636 | $90,486-16.4% | $78,676-3.9% | $273,972-72.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.28% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $8,489 | $3,175+167.4% | $2,850+197.9% | $4,869+74.4% |
| Participant deferral / active EE | $4,069 | $3,901+4.3% | $3,517+15.7% | $5,287-23.0% |
| Admin fee / account holder | $425 | $5,263-91.9% | $4,510-90.6% | $10,133-95.8% |