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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 | $36,251 | $135,956-73.3% | $123,894-70.7% | $273,972-86.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.90% | 56.63%-38.7pp | 47.52%-29.6pp | 41.46%-23.6pp |
| Employer contribution / active EE | $5,986 | $5,170+15.8% | $4,617+29.7% | $4,869+23.0% |
| Participant deferral / active EE | $9,224 | $6,343+45.4% | $5,984+54.1% | $5,287+74.5% |
| Admin fee / account holder | $655 | $9,817-93.3% | $8,357-92.2% | $10,133-93.5% |