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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 | $103,672 | $135,956-23.7% | $123,894-16.3% | $273,972-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.83% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,047 | $5,170-21.7% | $4,617-12.3% | $4,869-16.9% |
| Participant deferral / active EE | $12,509 | $6,343+97.2% | $5,984+109.0% | $5,287+136.6% |
| Admin fee / account holder | $1,615 | $9,817-83.5% | $8,357-80.7% | $10,133-84.1% |