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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 | $101,508 | $90,486+12.2% | $78,676+29.0% | $273,972-62.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,984 | $3,175+25.5% | $2,850+39.8% | $4,869-18.2% |
| Participant deferral / active EE | $3,886 | $3,901-0.4% | $3,517+10.5% | $5,287-26.5% |
| Admin fee / account holder | $1,060 | $5,263-79.9% | $4,510-76.5% | $10,133-89.5% |