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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 | $75,513 | $135,956-44.5% | $123,894-39.1% | $273,972-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.85% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,857 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $5,796 | $6,343-8.6% | $5,984-3.1% | $5,287+9.6% |
| Admin fee / account holder | $1,413 | $9,817-85.6% | $8,357-83.1% | $10,133-86.1% |