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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 | $90,366 | $135,956-33.5% | $123,894-27.1% | $273,972-67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.53% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $11,919 | $5,170+130.5% | $4,617+158.2% | $4,869+144.8% |
| Participant deferral / active EE | $7,228 | $6,343+14.0% | $5,984+20.8% | $5,287+36.7% |
| Admin fee / account holder | $5,372 | $9,817-45.3% | $8,357-35.7% | $10,133-47.0% |