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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 | $58,832 | $156,398-62.4% | $147,318-60.1% | $138,895-57.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.73% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,008 | $4,853+3.2% | $4,593+9.0% | $4,194+19.4% |
| Participant deferral / active EE | $6,387 | $8,237-22.5% | $7,906-19.2% | $6,396-0.1% |
| Admin fee / account holder | $5,425 | $14,976-63.8% | $13,708-60.4% | $12,562-56.8% |