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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 | $77,488 | $135,956-43.0% | $123,894-37.5% | $273,972-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.05% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $6,603 | $5,170+27.7% | $4,617+43.0% | $4,869+35.6% |
| Participant deferral / active EE | $9,715 | $6,343+53.2% | $5,984+62.3% | $5,287+83.7% |
| Admin fee / account holder | $492 | $9,817-95.0% | $8,357-94.1% | $10,133-95.1% |