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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 | $87,067 | $135,956-36.0% | $123,894-29.7% | $273,972-68.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.83% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,082 | $5,170-40.4% | $4,617-33.2% | $4,869-36.7% |
| Participant deferral / active EE | $11,104 | $6,343+75.1% | $5,984+85.6% | $5,287+110.0% |
| Admin fee / account holder | $735 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |