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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 | $88,603 | $174,379-49.2% | $152,093-41.7% | $138,895-36.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.09% | 74.86%-63.8pp | 66.36%-55.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,507 | $4,652-67.6% | $4,175-63.9% | $4,194-64.1% |
| Participant deferral / active EE | $3,045 | $6,159-50.6% | $5,451-44.1% | $6,396-52.4% |
| Admin fee / account holder | $4,840 | $16,880-71.3% | $14,497-66.6% | $12,562-61.5% |