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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 | $118,135 | $135,956-13.1% | $123,894-4.6% | $273,972-56.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.32% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $18,033 | $5,170+248.8% | $4,617+290.6% | $4,869+270.4% |
| Participant deferral / active EE | $11,079 | $6,343+74.7% | $5,984+85.1% | $5,287+109.5% |
| Admin fee / account holder | $538 | $9,817-94.5% | $8,357-93.6% | $10,133-94.7% |