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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 | $46,062 | $135,956-66.1% | $123,894-62.8% | $273,972-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.36% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,975 | $5,170-42.5% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $7,715 | $6,343+21.6% | $5,984+28.9% | $5,287+45.9% |
| Admin fee / account holder | $445 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |