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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 | $64,840 | $135,956-52.3% | $123,894-47.7% | $273,972-76.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,319 | $5,170-35.8% | $4,617-28.1% | $4,869-31.8% |
| Participant deferral / active EE | $3,922 | $6,343-38.2% | $5,984-34.5% | $5,287-25.8% |
| Admin fee / account holder | $2,678 | $9,817-72.7% | $8,357-68.0% | $10,133-73.6% |