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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 | $92,509 | $135,956-32.0% | $123,894-25.3% | $273,972-66.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.97% | 56.63%-46.7pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,292 | $5,170-75.0% | $4,617-72.0% | $4,869-73.5% |
| Participant deferral / active EE | $4,257 | $6,343-32.9% | $5,984-28.9% | $5,287-19.5% |
| Admin fee / account holder | $8,280 | $9,817-15.7% | $8,357-0.9% | $10,133-18.3% |