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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 | $122,703 | $135,956-9.7% | $123,894-1.0% | $273,972-55.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.33% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $8,917 | $5,170+72.5% | $4,617+93.1% | $4,869+83.1% |
| Participant deferral / active EE | $25,500 | $6,343+302.0% | $5,984+326.1% | $5,287+382.3% |
| Admin fee / account holder | $706 | $9,817-92.8% | $8,357-91.6% | $10,133-93.0% |