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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 | $87,275 | $135,956-35.8% | $123,894-29.6% | $273,972-68.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $11,094 | $5,170+114.6% | $4,617+140.3% | $4,869+127.9% |
| Participant deferral / active EE | $22,217 | $6,343+250.3% | $5,984+271.3% | $5,287+320.2% |
| Admin fee / account holder | $512 | $9,817-94.8% | $8,357-93.9% | $10,133-94.9% |