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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 | $100,966 | $135,956-25.7% | $123,894-18.5% | $273,972-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,911 | $5,170+33.7% | $4,617+49.7% | $4,869+41.9% |
| Participant deferral / active EE | $14,847 | $6,343+134.1% | $5,984+148.1% | $5,287+180.8% |
| Admin fee / account holder | $1,522 | $9,817-84.5% | $8,357-81.8% | $10,133-85.0% |