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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 | $82,625 | $135,956-39.2% | $123,894-33.3% | $273,972-69.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.52% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,720 | $5,170+10.7% | $4,617+23.9% | $4,869+17.5% |
| Participant deferral / active EE | $4,821 | $6,343-24.0% | $5,984-19.4% | $5,287-8.8% |
| Admin fee / account holder | $5,462 | $9,817-44.4% | $8,357-34.6% | $10,133-46.1% |