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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 | $56,054 | $135,956-58.8% | $123,894-54.8% | $273,972-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,363 | $5,170-54.3% | $4,617-48.8% | $4,869-51.5% |
| Participant deferral / active EE | $2,721 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $11,129 | $9,817+13.4% | $8,357+33.2% | $10,133+9.8% |