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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 | $40,930 | $135,956-69.9% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,877 | $5,170-44.4% | $4,617-37.7% | $4,869-40.9% |
| Participant deferral / active EE | $5,148 | $6,343-18.8% | $5,984-14.0% | $5,287-2.6% |
| Admin fee / account holder | $380 | $9,817-96.1% | $8,357-95.5% | $10,133-96.3% |