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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 | $71,578 | $135,956-47.4% | $123,894-42.2% | $273,972-73.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.80% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,877 | $5,170-44.4% | $4,617-37.7% | $4,869-40.9% |
| Participant deferral / active EE | $6,866 | $6,343+8.3% | $5,984+14.7% | $5,287+29.9% |
| Admin fee / account holder | $5,900 | $9,817-39.9% | $8,357-29.4% | $10,133-41.8% |