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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 | $45,591 | $135,956-66.5% | $123,894-63.2% | $273,972-83.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.70% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $5,908 | $5,170+14.3% | $4,617+28.0% | $4,869+21.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82,347 | $9,817+738.8% | $8,357+885.3% | $10,133+712.7% |