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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 | $47,433 | $135,956-65.1% | $123,894-61.7% | $273,972-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,590 | $5,170+27.5% | $4,617+42.7% | $4,869+35.4% |
| Participant deferral / active EE | $6,183 | $6,343-2.5% | $5,984+3.3% | $5,287+16.9% |
| Admin fee / account holder | $648 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |