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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 | $98,559 | $135,956-27.5% | $123,894-20.4% | $273,972-64.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.30% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $16,938 | $5,170+227.7% | $4,617+266.9% | $4,869+247.9% |
| Participant deferral / active EE | $18,719 | $6,343+195.1% | $5,984+212.8% | $5,287+254.0% |
| Admin fee / account holder | $960 | $9,817-90.2% | $8,357-88.5% | $10,133-90.5% |