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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 | $123,047 | $135,956-9.5% | $123,894-0.7% | $273,972-55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $3,586 | $5,170-30.6% | $4,617-22.3% | $4,869-26.3% |
| Participant deferral / active EE | $3,174 | $6,343-50.0% | $5,984-47.0% | $5,287-40.0% |
| Admin fee / account holder | $1,538 | $9,817-84.3% | $8,357-81.6% | $10,133-84.8% |