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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 | $118,335 | $135,956-13.0% | $123,894-4.5% | $273,972-56.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.25% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,961 | $5,170-62.1% | $4,617-57.5% | $4,869-59.7% |
| Participant deferral / active EE | $9,632 | $6,343+51.9% | $5,984+61.0% | $5,287+82.2% |
| Admin fee / account holder | $1,256 | $9,817-87.2% | $8,357-85.0% | $10,133-87.6% |