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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 | $52,343 | $181,896-71.2% | $156,551-66.6% | $273,972-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $9,665 | $6,248+54.7% | $5,501+75.7% | $4,869+98.5% |
| Participant deferral / active EE | $5,088 | $5,550-8.3% | $4,871+4.5% | $5,287-3.8% |
| Admin fee / account holder | $51,574 | $15,560+231.4% | $13,028+295.9% | $10,133+409.0% |