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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 | $101,645 | $135,956-25.2% | $123,894-18.0% | $273,972-62.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $12,760 | $5,170+146.8% | $4,617+176.4% | $4,869+162.1% |
| Participant deferral / active EE | $7,612 | $6,343+20.0% | $5,984+27.2% | $5,287+44.0% |
| Admin fee / account holder | $1,131 | $9,817-88.5% | $8,357-86.5% | $10,133-88.8% |