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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 | $96,564 | $135,956-29.0% | $123,894-22.1% | $273,972-64.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.86% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $13,351 | $5,170+158.3% | $4,617+189.2% | $4,869+174.2% |
| Participant deferral / active EE | $8,400 | $6,343+32.4% | $5,984+40.4% | $5,287+58.9% |
| Admin fee / account holder | $806 | $9,817-91.8% | $8,357-90.4% | $10,133-92.0% |