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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 | $28,675 | $135,956-78.9% | $123,894-76.9% | $273,972-89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,524 | $5,170-51.2% | $4,617-45.3% | $4,869-48.2% |
| Participant deferral / active EE | $5,441 | $6,343-14.2% | $5,984-9.1% | $5,287+2.9% |
| Admin fee / account holder | $1,080 | $9,817-89.0% | $8,357-87.1% | $10,133-89.3% |