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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 | $62,363 | $135,956-54.1% | $123,894-49.7% | $273,972-77.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,818 | $5,170-6.8% | $4,617+4.4% | $4,869-1.0% |
| Participant deferral / active EE | $8,386 | $6,343+32.2% | $5,984+40.1% | $5,287+58.6% |
| Admin fee / account holder | $3,756 | $9,817-61.7% | $8,357-55.1% | $10,133-62.9% |