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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 | $90,946 | $135,956-33.1% | $123,894-26.6% | $273,972-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.23% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,709 | $5,170-47.6% | $4,617-41.3% | $4,869-44.4% |
| Participant deferral / active EE | $8,037 | $6,343+26.7% | $5,984+34.3% | $5,287+52.0% |
| Admin fee / account holder | $31,610 | $9,817+222.0% | $8,357+278.2% | $10,133+212.0% |