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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 | $62,848 | $56,894+10.5% | $84,753-25.8% | $62,881-0.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.96% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,090 | $2,400+153.8% | $3,574+70.4% | $2,281+167.0% |
| Participant deferral / active EE | $5,155 | $2,709+90.3% | $3,712+38.9% | $3,203+60.9% |
| Admin fee / account holder | $10,904 | $3,581+204.5% | $5,333+104.5% | $4,296+153.8% |