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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 | $181,062-51.1% | $158,223-44.0% | $155,188-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.09% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,507 | $4,565-67.0% | $4,109-63.3% | $4,248-64.5% |
| Participant deferral / active EE | $3,045 | $6,134-50.4% | $5,467-44.3% | $6,531-53.4% |
| Admin fee / account holder | $4,840 | $18,825-74.3% | $16,047-69.8% | $14,480-66.6% |