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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 | $56,073 | $135,956-58.8% | $123,894-54.7% | $273,972-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.09% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,751 | $5,170-27.4% | $4,617-18.7% | $4,869-23.0% |
| Participant deferral / active EE | $8,029 | $6,343+26.6% | $5,984+34.2% | $5,287+51.9% |
| Admin fee / account holder | $1,132 | $9,817-88.5% | $8,357-86.5% | $10,133-88.8% |