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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 | $66,768 | $90,509-26.2% | $78,693-15.2% | $273,968-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | 75.61%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,356 | $3,175+5.7% | $2,850+17.8% | $4,869-31.1% |
| Participant deferral / active EE | $2,203 | $3,901-43.5% | $3,517-37.4% | $5,287-58.3% |
| Admin fee / account holder | $4,927 | $5,264-6.4% | $4,511+9.2% | $10,132-51.4% |