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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 | $48,113 | $135,956-64.6% | $123,894-61.2% | $273,972-82.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,389 | $5,170-34.4% | $4,617-26.6% | $4,869-30.4% |
| Participant deferral / active EE | $4,699 | $6,343-25.9% | $5,984-21.5% | $5,287-11.1% |
| Admin fee / account holder | $714 | $9,817-92.7% | $8,357-91.5% | $10,133-93.0% |