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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 | $36,357 | $135,954-73.3% | $123,893-70.7% | $273,968-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,994 | $5,170+15.9% | $4,617+29.8% | $4,869+23.1% |
| Participant deferral / active EE | $4,327 | $6,343-31.8% | $5,984-27.7% | $5,287-18.2% |
| Admin fee / account holder | $695 | $9,817-92.9% | $8,357-91.7% | $10,132-93.1% |