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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 | $85,719 | $135,956-37.0% | $123,894-30.8% | $273,972-68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,778 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $8,104 | $6,343+27.8% | $5,984+35.4% | $5,287+53.3% |
| Admin fee / account holder | $1,180 | $9,817-88.0% | $8,357-85.9% | $10,133-88.4% |