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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 | $93,576 | $135,956-31.2% | $123,894-24.5% | $273,972-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.93% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,342 | $5,170-16.0% | $4,617-5.9% | $4,869-10.8% |
| Participant deferral / active EE | $2,475 | $6,343-61.0% | $5,984-58.6% | $5,287-53.2% |
| Admin fee / account holder | $772 | $9,817-92.1% | $8,357-90.8% | $10,133-92.4% |