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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 | $103,993 | $135,956-23.5% | $123,894-16.1% | $273,972-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,988 | $5,170-61.5% | $4,617-56.9% | $4,869-59.2% |
| Participant deferral / active EE | $8,124 | $6,343+28.1% | $5,984+35.7% | $5,287+53.6% |
| Admin fee / account holder | $5,025 | $9,817-48.8% | $8,357-39.9% | $10,133-50.4% |