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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 | $90,870 | $135,956-33.2% | $123,894-26.7% | $273,972-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.30% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,863 | $5,170-25.3% | $4,617-16.3% | $4,869-20.7% |
| Participant deferral / active EE | $6,955 | $6,343+9.6% | $5,984+16.2% | $5,287+31.5% |
| Admin fee / account holder | $2,111 | $9,817-78.5% | $8,357-74.7% | $10,133-79.2% |