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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 | $67,139 | $181,896-63.1% | $156,551-57.1% | $273,972-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,675 | $6,248+6.8% | $5,501+21.3% | $4,869+37.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $726 | $15,560-95.3% | $13,028-94.4% | $10,133-92.8% |