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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 | $68,224 | $135,956-49.8% | $123,894-44.9% | $273,972-75.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.36% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $8,104 | $5,170+56.8% | $4,617+75.5% | $4,869+66.5% |
| Participant deferral / active EE | $5,154 | $6,343-18.7% | $5,984-13.9% | $5,287-2.5% |
| Admin fee / account holder | $638 | $9,817-93.5% | $8,357-92.4% | $10,133-93.7% |