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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 | $106,957 | $135,956-21.3% | $123,894-13.7% | $273,972-61.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 115.71% | 56.63%+59.1pp | 47.52%+68.2pp | 41.46%+74.3pp |
| Employer contribution / active EE | $2,580 | $5,170-50.1% | $4,617-44.1% | $4,869-47.0% |
| Participant deferral / active EE | $8,111 | $6,343+27.9% | $5,984+35.5% | $5,287+53.4% |
| Admin fee / account holder | $728 | $9,817-92.6% | $8,357-91.3% | $10,133-92.8% |