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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 | $92,974 | $135,956-31.6% | $123,894-25.0% | $273,972-66.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.73% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,760 | $5,170-66.0% | $4,617-61.9% | $4,869-63.9% |
| Participant deferral / active EE | $2,772 | $6,343-56.3% | $5,984-53.7% | $5,287-47.6% |
| Admin fee / account holder | $316 | $9,817-96.8% | $8,357-96.2% | $10,133-96.9% |