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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 | $116,586 | $135,956-14.2% | $123,894-5.9% | $273,972-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.61% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,975 | $5,170-42.5% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $8,009 | $6,343+26.3% | $5,984+33.8% | $5,287+51.5% |
| Admin fee / account holder | $1,818 | $9,817-81.5% | $8,357-78.3% | $10,133-82.1% |