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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 | $110,119 | $135,956-19.0% | $123,894-11.1% | $273,972-59.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,843 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $13,148 | $6,343+107.3% | $5,984+119.7% | $5,287+148.7% |
| Admin fee / account holder | $13,854 | $9,817+41.1% | $8,357+65.8% | $10,133+36.7% |