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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 | $81,547 | $135,956-40.0% | $123,894-34.2% | $273,972-70.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 24.50% | 56.63%-32.1pp | 47.52%-23.0pp | 41.46%-17.0pp |
| Employer contribution / active EE | $5,522 | $5,170+6.8% | $4,617+19.6% | $4,869+13.4% |
| Participant deferral / active EE | $13,508 | $6,343+113.0% | $5,984+125.7% | $5,287+155.5% |
| Admin fee / account holder | $1,711 | $9,817-82.6% | $8,357-79.5% | $10,133-83.1% |