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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 | $41,146 | $135,956-69.7% | $123,894-66.8% | $273,972-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.71% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,568 | $5,170+7.7% | $4,617+20.6% | $4,869+14.4% |
| Participant deferral / active EE | $12,824 | $6,343+102.2% | $5,984+114.3% | $5,287+142.5% |
| Admin fee / account holder | $1,905 | $9,817-80.6% | $8,357-77.2% | $10,133-81.2% |