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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 | $74,654 | $135,956-45.1% | $123,894-39.7% | $273,972-72.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.30% | 56.63%-39.3pp | 47.52%-30.2pp | 41.46%-24.2pp |
| Employer contribution / active EE | $8,085 | $5,170+56.4% | $4,617+75.1% | $4,869+66.1% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $800 | $9,817-91.9% | $8,357-90.4% | $10,133-92.1% |