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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 | $42,598 | $135,956-68.7% | $123,894-65.6% | $273,972-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,952 | $5,170-62.2% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $3,795 | $6,343-40.2% | $5,984-36.6% | $5,287-28.2% |
| Admin fee / account holder | $7,791 | $9,817-20.6% | $8,357-6.8% | $10,133-23.1% |