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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 | $66,880 | $135,956-50.8% | $123,894-46.0% | $273,972-75.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.71% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,935 | $5,170-43.2% | $4,617-36.4% | $4,869-39.7% |
| Participant deferral / active EE | $9,307 | $6,343+46.7% | $5,984+55.5% | $5,287+76.0% |
| Admin fee / account holder | $1,420 | $9,817-85.5% | $8,357-83.0% | $10,133-86.0% |