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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 | $119,984 | $135,956-11.7% | $123,894-3.2% | $273,972-56.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $15,100 | $5,170+192.1% | $4,617+227.1% | $4,869+210.1% |
| Participant deferral / active EE | $8,616 | $6,343+35.8% | $5,984+44.0% | $5,287+63.0% |
| Admin fee / account holder | $6,049 | $9,817-38.4% | $8,357-27.6% | $10,133-40.3% |