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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 | $108,280 | $135,956-20.4% | $123,894-12.6% | $273,972-60.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.88% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $5,600 | $5,170+8.3% | $4,617+21.3% | $4,869+15.0% |
| Participant deferral / active EE | $7,358 | $6,343+16.0% | $5,984+23.0% | $5,287+39.2% |
| Admin fee / account holder | $119,831 | $9,817+1120.6% | $8,357+1333.9% | $10,133+1082.6% |