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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 | $27,564 | $135,956-79.7% | $123,894-77.8% | $273,972-89.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.63% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $10,541 | $5,170+103.9% | $4,617+128.3% | $4,869+116.5% |
| Participant deferral / active EE | $7,212 | $6,343+13.7% | $5,984+20.5% | $5,287+36.4% |
| Admin fee / account holder | $451 | $9,817-95.4% | $8,357-94.6% | $10,133-95.6% |