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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 | $85,772 | $135,956-36.9% | $123,894-30.8% | $273,972-68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.69% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $15,679 | $5,170+203.3% | $4,617+239.6% | $4,869+222.0% |
| Participant deferral / active EE | $6,866 | $6,343+8.3% | $5,984+14.7% | $5,287+29.9% |
| Admin fee / account holder | $1,366 | $9,817-86.1% | $8,357-83.7% | $10,133-86.5% |