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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 | $104,882 | $135,956-22.9% | $123,894-15.3% | $273,972-61.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.83% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $9,167 | $5,170+77.3% | $4,617+98.6% | $4,869+88.3% |
| Participant deferral / active EE | $4,879 | $6,343-23.1% | $5,984-18.5% | $5,287-7.7% |
| Admin fee / account holder | $590 | $9,817-94.0% | $8,357-92.9% | $10,133-94.2% |