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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 | $72,536 | $135,956-46.6% | $123,894-41.5% | $273,972-73.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.42% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,161 | $5,170-19.5% | $4,617-9.9% | $4,869-14.5% |
| Participant deferral / active EE | $4,043 | $6,343-36.3% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $2,299 | $9,817-76.6% | $8,357-72.5% | $10,133-77.3% |