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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 | $54,428 | $135,956-60.0% | $123,894-56.1% | $273,972-80.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $8,111 | $5,170+56.9% | $4,617+75.7% | $4,869+66.6% |
| Participant deferral / active EE | $7,110 | $6,343+12.1% | $5,984+18.8% | $5,287+34.5% |
| Admin fee / account holder | $407 | $9,817-95.9% | $8,357-95.1% | $10,133-96.0% |