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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 | $208,778 | $135,956+53.6% | $123,894+68.5% | $273,972-23.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.14% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $13,279 | $5,170+156.9% | $4,617+187.6% | $4,869+172.7% |
| Participant deferral / active EE | $8,812 | $6,343+38.9% | $5,984+47.2% | $5,287+66.7% |
| Admin fee / account holder | $613 | $9,817-93.8% | $8,357-92.7% | $10,133-94.0% |