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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 | $30,678 | $135,956-77.4% | $123,894-75.2% | $273,972-88.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.04% | 56.63%-42.6pp | 47.52%-33.5pp | 41.46%-27.4pp |
| Employer contribution / active EE | $11,284 | $5,170+118.3% | $4,617+144.4% | $4,869+131.8% |
| Participant deferral / active EE | $6,650 | $6,343+4.8% | $5,984+11.1% | $5,287+25.8% |
| Admin fee / account holder | $434 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |