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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 | $82,702 | $135,956-39.2% | $123,894-33.2% | $273,972-69.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.16% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,142 | $5,170-39.2% | $4,617-32.0% | $4,869-35.5% |
| Participant deferral / active EE | $19,884 | $6,343+213.5% | $5,984+232.3% | $5,287+276.1% |
| Admin fee / account holder | $4,672 | $9,817-52.4% | $8,357-44.1% | $10,133-53.9% |