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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 | $77,980 | $135,956-42.6% | $123,894-37.1% | $273,972-71.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.26% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,174 | $5,170+0.1% | $4,617+12.1% | $4,869+6.3% |
| Participant deferral / active EE | $3,734 | $6,343-41.1% | $5,984-37.6% | $5,287-29.4% |
| Admin fee / account holder | $5,753 | $9,817-41.4% | $8,357-31.2% | $10,133-43.2% |