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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 | $81,862 | $76,551+6.9% | $123,894-33.9% | $62,881+30.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.29% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,879 | $2,882-34.8% | $4,617-59.3% | $2,281-17.6% |
| Participant deferral / active EE | $4,975 | $4,840+2.8% | $5,984-16.9% | $3,203+55.3% |
| Admin fee / account holder | $2,045 | $4,826-57.6% | $8,357-75.5% | $4,296-52.4% |