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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 | $94,081 | $135,956-30.8% | $123,894-24.1% | $273,972-65.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.15% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $13,675 | $5,170+164.5% | $4,617+196.2% | $4,869+180.9% |
| Participant deferral / active EE | $10,786 | $6,343+70.1% | $5,984+80.2% | $5,287+104.0% |
| Admin fee / account holder | $1,436 | $9,817-85.4% | $8,357-82.8% | $10,133-85.8% |