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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 | $59,139 | $135,956-56.5% | $123,894-52.3% | $273,972-78.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.85% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $5,384 | $5,170+4.1% | $4,617+16.6% | $4,869+10.6% |
| Participant deferral / active EE | $10,772 | $6,343+69.8% | $5,984+80.0% | $5,287+103.7% |
| Admin fee / account holder | $5,669 | $9,817-42.3% | $8,357-32.2% | $10,133-44.1% |