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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 | $91,329 | $153,769-40.6% | $133,975-31.8% | $273,972-66.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.08% | 36.51%-31.4pp | 29.29%-24.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,970 | $6,029-67.3% | $5,211-62.2% | $4,869-59.5% |
| Participant deferral / active EE | $11,378 | $6,958+63.5% | $6,282+81.1% | $5,287+115.2% |
| Admin fee / account holder | $61,510 | $11,765+422.8% | $9,324+559.7% | $10,133+507.1% |