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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 | $92,646 | $135,956-31.9% | $123,894-25.2% | $273,972-66.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $12,092 | $5,170+133.9% | $4,617+161.9% | $4,869+148.4% |
| Participant deferral / active EE | $8,542 | $6,343+34.7% | $5,984+42.7% | $5,287+61.5% |
| Admin fee / account holder | $518 | $9,817-94.7% | $8,357-93.8% | $10,133-94.9% |