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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 | $75,227 | $135,956-44.7% | $123,894-39.3% | $273,972-72.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.98% | 56.63%-48.7pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,848 | $5,170-25.6% | $4,617-16.7% | $4,869-21.0% |
| Participant deferral / active EE | $5,607 | $6,343-11.6% | $5,984-6.3% | $5,287+6.1% |
| Admin fee / account holder | $2,950 | $9,817-69.9% | $8,357-64.7% | $10,133-70.9% |