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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 | $74,425 | $113,941-34.7% | $94,229-21.0% | $125,389-40.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 6.95% | 5.29%+1.7pp | 10.68%-3.7pp | 282.24%-275.3pp |
| Employer contribution / active EE | $5,796 | $4,727+22.6% | $3,587+61.6% | $4,866+19.1% |
| Participant deferral / active EE | $6,217 | $5,179+20.0% | $4,320+43.9% | $5,352+16.2% |
| Admin fee / account holder | $7,598 | $8,392-9.5% | $6,269+21.2% | $9,541-20.4% |