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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 | $79,265 | $135,956-41.7% | $123,894-36.0% | $273,972-71.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.84% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,909 | $5,170+14.3% | $4,617+28.0% | $4,869+21.4% |
| Participant deferral / active EE | $8,619 | $6,343+35.9% | $5,984+44.0% | $5,287+63.0% |
| Admin fee / account holder | $7,881 | $9,817-19.7% | $8,357-5.7% | $10,133-22.2% |