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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 | $88,926 | $135,956-34.6% | $123,894-28.2% | $273,972-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.87% | 56.63%-48.8pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,976 | $5,170+34.9% | $4,617+51.1% | $4,869+43.3% |
| Participant deferral / active EE | $7,359 | $6,343+16.0% | $5,984+23.0% | $5,287+39.2% |
| Admin fee / account holder | $327 | $9,817-96.7% | $8,357-96.1% | $10,133-96.8% |