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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 | $84,570 | $135,956-37.8% | $123,894-31.7% | $273,972-69.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,984 | $5,170-42.3% | $4,617-35.4% | $4,869-38.7% |
| Participant deferral / active EE | $6,945 | $6,343+9.5% | $5,984+16.1% | $5,287+31.4% |
| Admin fee / account holder | $5,023 | $9,817-48.8% | $8,357-39.9% | $10,133-50.4% |