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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 | $79,865 | $135,956-41.3% | $123,894-35.5% | $273,972-70.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.06% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,193 | $5,170-57.6% | $4,617-52.5% | $4,869-55.0% |
| Participant deferral / active EE | $6,052 | $6,343-4.6% | $5,984+1.1% | $5,287+14.5% |
| Admin fee / account holder | $413 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |