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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 | $31,120 | $135,956-77.1% | $123,894-74.9% | $273,972-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.77% | 56.63%-44.9pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $4,989 | $5,170-3.5% | $4,617+8.1% | $4,869+2.5% |
| Participant deferral / active EE | $5,397 | $6,343-14.9% | $5,984-9.8% | $5,287+2.1% |
| Admin fee / account holder | $2,014 | $9,817-79.5% | $8,357-75.9% | $10,133-80.1% |