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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 | $123,265 | $135,956-9.3% | $123,894-0.5% | $273,972-55.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,766 | $5,170-46.5% | $4,617-40.1% | $4,869-43.2% |
| Participant deferral / active EE | $5,511 | $6,343-13.1% | $5,984-7.9% | $5,287+4.2% |
| Admin fee / account holder | $1,447 | $9,817-85.3% | $8,357-82.7% | $10,133-85.7% |