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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 | $84,940 | $135,956-37.5% | $123,894-31.4% | $273,972-69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.50% | 56.63%-42.1pp | 47.52%-33.0pp | 41.46%-27.0pp |
| Employer contribution / active EE | $6,000 | $5,170+16.1% | $4,617+30.0% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,638 | $9,817+18.5% | $8,357+39.3% | $10,133+14.9% |