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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 | $54,938 | $135,956-59.6% | $123,894-55.7% | $273,972-79.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.71% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $8,427 | $5,170+63.0% | $4,617+82.5% | $4,869+73.1% |
| Participant deferral / active EE | $4,408 | $6,343-30.5% | $5,984-26.3% | $5,287-16.6% |
| Admin fee / account holder | $351 | $9,817-96.4% | $8,357-95.8% | $10,133-96.5% |