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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 | $88,853 | $135,956-34.6% | $123,894-28.3% | $273,972-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.31% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,797 | $5,170-7.2% | $4,617+3.9% | $4,869-1.5% |
| Participant deferral / active EE | $3,973 | $6,343-37.4% | $5,984-33.6% | $5,287-24.9% |
| Admin fee / account holder | $1,743 | $9,817-82.3% | $8,357-79.1% | $10,133-82.8% |