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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 | $26,459 | $135,956-80.5% | $123,894-78.6% | $273,972-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.14% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $4,935 | $5,170-4.5% | $4,617+6.9% | $4,869+1.4% |
| Participant deferral / active EE | $9,957 | $6,343+57.0% | $5,984+66.4% | $5,287+88.3% |
| Admin fee / account holder | $4,137 | $9,817-57.9% | $8,357-50.5% | $10,133-59.2% |