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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 | $117,859 | $135,956-13.3% | $123,894-4.9% | $273,972-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,788 | $5,170-65.4% | $4,617-61.3% | $4,869-63.3% |
| Participant deferral / active EE | $8,555 | $6,343+34.9% | $5,984+43.0% | $5,287+61.8% |
| Admin fee / account holder | $31,033 | $9,817+216.1% | $8,357+271.3% | $10,133+206.3% |