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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 | $35,454 | $135,956-73.9% | $123,894-71.4% | $273,972-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 81.77% | 56.63%+25.1pp | 47.52%+34.3pp | 41.46%+40.3pp |
| Employer contribution / active EE | $4,079 | $5,170-21.1% | $4,617-11.6% | $4,869-16.2% |
| Participant deferral / active EE | $4,319 | $6,343-31.9% | $5,984-27.8% | $5,287-18.3% |
| Admin fee / account holder | $3,837 | $9,817-60.9% | $8,357-54.1% | $10,133-62.1% |