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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 | $102,096 | $135,956-24.9% | $123,894-17.6% | $273,972-62.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.28% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,597 | $5,170-11.1% | $4,617-0.4% | $4,869-5.6% |
| Participant deferral / active EE | $5,374 | $6,343-15.3% | $5,984-10.2% | $5,287+1.6% |
| Admin fee / account holder | $1,336 | $9,817-86.4% | $8,357-84.0% | $10,133-86.8% |