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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 | $120,449 | $135,956-11.4% | $123,894-2.8% | $273,972-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.28% | 56.63%-48.4pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,454 | $5,170-71.9% | $4,617-68.5% | $4,869-70.1% |
| Participant deferral / active EE | $8,361 | $6,343+31.8% | $5,984+39.7% | $5,287+58.1% |
| Admin fee / account holder | $14,562 | $9,817+48.3% | $8,357+74.2% | $10,133+43.7% |