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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 | $122,136 | $135,956-10.2% | $123,894-1.4% | $273,972-55.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,050 | $5,170-41.0% | $4,617-33.9% | $4,869-37.4% |
| Participant deferral / active EE | $10,189 | $6,343+60.6% | $5,984+70.3% | $5,287+92.7% |
| Admin fee / account holder | $1,481 | $9,817-84.9% | $8,357-82.3% | $10,133-85.4% |