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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 | $76,731 | $135,956-43.6% | $123,894-38.1% | $273,972-72.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.38% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $8,781 | $5,170+69.9% | $4,617+90.2% | $4,869+80.4% |
| Participant deferral / active EE | $21,200 | $6,343+234.2% | $5,984+254.3% | $5,287+301.0% |
| Admin fee / account holder | $2,402 | $9,817-75.5% | $8,357-71.3% | $10,133-76.3% |