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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 | $60,535 | $93,064-35.0% | $74,577-18.8% | $273,972-77.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.49% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $5,439 | $3,160+72.1% | $2,525+115.4% | $4,869+11.7% |
| Participant deferral / active EE | $12,915 | $4,160+210.4% | $3,458+273.4% | $5,287+144.3% |
| Admin fee / account holder | $1,027 | $5,273-80.5% | $4,138-75.2% | $10,133-89.9% |