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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 | $77,620 | $135,956-42.9% | $123,894-37.3% | $273,972-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.27% | 56.63%-37.4pp | 47.52%-28.2pp | 41.46%-22.2pp |
| Employer contribution / active EE | $8,611 | $5,170+66.6% | $4,617+86.5% | $4,869+76.9% |
| Participant deferral / active EE | $10,538 | $6,343+66.1% | $5,984+76.1% | $5,287+99.3% |
| Admin fee / account holder | $422 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |