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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 | $74,309 | $135,956-45.3% | $123,894-40.0% | $273,972-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $12,266 | $5,170+137.3% | $4,617+165.7% | $4,869+151.9% |
| Participant deferral / active EE | $14,211 | $6,343+124.0% | $5,984+137.5% | $5,287+168.8% |
| Admin fee / account holder | $3,568 | $9,817-63.7% | $8,357-57.3% | $10,133-64.8% |