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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 | $34,672 | $135,956-74.5% | $123,894-72.0% | $273,972-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 27.60% | 56.63%-29.0pp | 47.52%-19.9pp | 41.46%-13.9pp |
| Employer contribution / active EE | $6,848 | $5,170+32.5% | $4,617+48.3% | $4,869+40.6% |
| Participant deferral / active EE | $17,828 | $6,343+181.1% | $5,984+197.9% | $5,287+237.2% |
| Admin fee / account holder | $396 | $9,817-96.0% | $8,357-95.3% | $10,133-96.1% |