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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 | $56,621 | $135,956-58.4% | $123,894-54.3% | $273,972-79.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.35% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,019 | $5,170-41.6% | $4,617-34.6% | $4,869-38.0% |
| Participant deferral / active EE | $5,908 | $6,343-6.9% | $5,984-1.3% | $5,287+11.7% |
| Admin fee / account holder | $1,514 | $9,817-84.6% | $8,357-81.9% | $10,133-85.1% |