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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 | $56,583 | $135,956-58.4% | $123,894-54.3% | $273,972-79.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,958 | $5,170-42.8% | $4,617-35.9% | $4,869-39.2% |
| Participant deferral / active EE | $3,313 | $6,343-47.8% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $1,817 | $9,817-81.5% | $8,357-78.3% | $10,133-82.1% |