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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 | $74,664 | $153,311-51.3% | $109,313-31.7% | $273,972-72.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.51% | 29.86%-20.3pp | 22.07%-12.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,853 | $5,619+4.2% | $3,892+50.4% | $4,869+20.2% |
| Participant deferral / active EE | $8,245 | $3,932+109.7% | $3,166+160.4% | $5,287+55.9% |
| Admin fee / account holder | $525 | $8,076-93.5% | $5,666-90.7% | $10,133-94.8% |