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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 | $90,684 | $90,486+0.2% | $78,676+15.3% | $273,972-66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.64% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,607 | $3,175+13.6% | $2,850+26.5% | $4,869-25.9% |
| Participant deferral / active EE | $579 | $3,901-85.2% | $3,517-83.5% | $5,287-89.0% |
| Admin fee / account holder | $593 | $5,263-88.7% | $4,510-86.8% | $10,133-94.1% |