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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 | $96,777 | $135,956-28.8% | $123,894-21.9% | $273,972-64.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,325 | $5,170-35.7% | $4,617-28.0% | $4,869-31.7% |
| Participant deferral / active EE | $8,108 | $6,343+27.8% | $5,984+35.5% | $5,287+53.4% |
| Admin fee / account holder | $4,482 | $9,817-54.3% | $8,357-46.4% | $10,133-55.8% |