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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 | $123,694 | $135,956-9.0% | $123,894-0.2% | $273,972-54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.89% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $3,271 | $5,170-36.7% | $4,617-29.1% | $4,869-32.8% |
| Participant deferral / active EE | $9,352 | $6,343+47.4% | $5,984+56.3% | $5,287+76.9% |
| Admin fee / account holder | $1,373 | $9,817-86.0% | $8,357-83.6% | $10,133-86.5% |