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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 | $87,746 | $135,956-35.5% | $123,894-29.2% | $273,972-68.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.64% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,345 | $5,170-74.0% | $4,617-70.9% | $4,869-72.4% |
| Participant deferral / active EE | $5,106 | $6,343-19.5% | $5,984-14.7% | $5,287-3.4% |
| Admin fee / account holder | $491 | $9,817-95.0% | $8,357-94.1% | $10,133-95.2% |