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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 | $39,278 | $135,956-71.1% | $123,894-68.3% | $273,972-85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.12% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $7,015 | $5,170+35.7% | $4,617+51.9% | $4,869+44.1% |
| Participant deferral / active EE | $4,537 | $6,343-28.5% | $5,984-24.2% | $5,287-14.2% |
| Admin fee / account holder | $334 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |