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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 | $84,397 | $135,956-37.9% | $123,894-31.9% | $273,972-69.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.74% | 56.63%-38.9pp | 47.52%-29.8pp | 41.46%-23.7pp |
| Employer contribution / active EE | $4,346 | $5,170-15.9% | $4,617-5.9% | $4,869-10.7% |
| Participant deferral / active EE | $4,914 | $6,343-22.5% | $5,984-17.9% | $5,287-7.1% |
| Admin fee / account holder | $410 | $9,817-95.8% | $8,357-95.1% | $10,133-96.0% |