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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 | $57,169 | $135,956-58.0% | $123,894-53.9% | $273,972-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.56% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $11,615 | $5,170+124.7% | $4,617+151.6% | $4,869+138.6% |
| Participant deferral / active EE | $6,560 | $6,343+3.4% | $5,984+9.6% | $5,287+24.1% |
| Admin fee / account holder | $13,347 | $9,817+35.9% | $8,357+59.7% | $10,133+31.7% |