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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 | $52,037 | $135,956-61.7% | $123,894-58.0% | $273,972-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 27.22% | 56.63%-29.4pp | 47.52%-20.3pp | 41.46%-14.2pp |
| Employer contribution / active EE | $7,046 | $5,170+36.3% | $4,617+52.6% | $4,869+44.7% |
| Participant deferral / active EE | $2,855 | $6,343-55.0% | $5,984-52.3% | $5,287-46.0% |
| Admin fee / account holder | $490 | $9,817-95.0% | $8,357-94.1% | $10,133-95.2% |