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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 | $68,482 | $181,896-62.4% | $156,551-56.3% | $273,972-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $5,939 | $6,248-4.9% | $5,501+8.0% | $4,869+22.0% |
| Participant deferral / active EE | $5,590 | $5,550+0.7% | $4,871+14.8% | $5,287+5.7% |
| Admin fee / account holder | $37,640 | $15,560+141.9% | $13,028+188.9% | $10,133+271.5% |