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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 | $87,032 | $254,759-65.8% | $216,567-59.8% | $198,609-56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.02% | 10.04%-2.0pp | 12.94%-4.9pp | 202.70%-194.7pp |
| Employer contribution / active EE | $7,500 | $6,096+23.0% | $5,216+43.8% | $5,055+48.4% |
| Participant deferral / active EE | $4,438 | $6,948-36.1% | $6,191-28.3% | $6,977-36.4% |
| Admin fee / account holder | $444 | $26,311-98.3% | $21,981-98.0% | $19,030-97.7% |