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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 | $78,048 | $172,111-54.7% | $150,298-48.1% | $137,256-43.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.04% | 69.37%-57.3pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,635 | $4,636-21.6% | $4,154-12.5% | $4,156-12.5% |
| Participant deferral / active EE | $5,106 | $6,166-17.2% | $5,453-6.4% | $6,407-20.3% |
| Admin fee / account holder | $6,237 | $16,471-62.1% | $14,116-55.8% | $12,270-49.2% |