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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 | $80,924 | $90,504-10.6% | $78,690+2.8% | $273,965-70.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.00% | 75.61%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,088 | $3,176-65.7% | $2,851-61.8% | $4,869-77.7% |
| Participant deferral / active EE | $2,111 | $3,901-45.9% | $3,517-40.0% | $5,287-60.1% |
| Admin fee / account holder | $2,718 | $5,263-48.4% | $4,511-39.7% | $10,132-73.2% |