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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 | $60,547 | $181,896-66.7% | $156,551-61.3% | $273,972-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.57% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $9,137 | $6,248+46.2% | $5,501+66.1% | $4,869+87.7% |
| Participant deferral / active EE | $4,837 | $5,550-12.9% | $4,871-0.7% | $5,287-8.5% |
| Admin fee / account holder | $1,950 | $15,560-87.5% | $13,028-85.0% | $10,133-80.8% |