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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 | $57,717 | $153,769-62.5% | $133,975-56.9% | $273,972-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.78% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $7,754 | $6,029+28.6% | $5,211+48.8% | $4,869+59.3% |
| Participant deferral / active EE | $9,978 | $6,958+43.4% | $6,282+58.8% | $5,287+88.7% |
| Admin fee / account holder | $44,526 | $11,765+278.5% | $9,324+377.5% | $10,133+339.4% |