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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 | $126,696 | $135,956-6.8% | $123,894+2.3% | $273,972-53.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.11% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,327 | $5,170-74.3% | $4,617-71.3% | $4,869-72.7% |
| Participant deferral / active EE | $5,078 | $6,343-19.9% | $5,984-15.1% | $5,287-4.0% |
| Admin fee / account holder | $4,093 | $9,817-58.3% | $8,357-51.0% | $10,133-59.6% |