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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 | $113,805 | $135,956-16.3% | $123,894-8.1% | $273,972-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.92% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.5pp |
| Employer contribution / active EE | $22,086 | $5,170+327.2% | $4,617+378.4% | $4,869+353.6% |
| Participant deferral / active EE | $3,917 | $6,343-38.2% | $5,984-34.5% | $5,287-25.9% |
| Admin fee / account holder | $374 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |