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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 | $114,893 | $135,956-15.5% | $123,894-7.3% | $273,972-58.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.24% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,208 | $5,170-57.3% | $4,617-52.2% | $4,869-54.6% |
| Participant deferral / active EE | $7,260 | $6,343+14.5% | $5,984+21.3% | $5,287+37.3% |
| Admin fee / account holder | $306 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |