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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 | $113,533 | $135,956-16.5% | $123,894-8.4% | $273,972-58.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.21% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,121 | $5,170+37.8% | $4,617+54.2% | $4,869+46.3% |
| Participant deferral / active EE | $7,571 | $6,343+19.4% | $5,984+26.5% | $5,287+43.2% |
| Admin fee / account holder | $2,864 | $9,817-70.8% | $8,357-65.7% | $10,133-71.7% |