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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 | $101,785 | $135,956-25.1% | $123,894-17.8% | $273,972-62.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $7,717 | $5,170+49.3% | $4,617+67.1% | $4,869+58.5% |
| Participant deferral / active EE | $13,987 | $6,343+120.5% | $5,984+133.7% | $5,287+164.5% |
| Admin fee / account holder | $305 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |