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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 | $116,751 | $135,956-14.1% | $123,894-5.8% | $273,972-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.76% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,163 | $5,170-38.8% | $4,617-31.5% | $4,869-35.0% |
| Participant deferral / active EE | $12,670 | $6,343+99.7% | $5,984+111.7% | $5,287+139.6% |
| Admin fee / account holder | $890 | $9,817-90.9% | $8,357-89.4% | $10,133-91.2% |