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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 | $60,599 | $91,559-33.8% | $133,978-54.8% | $79,856-24.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.30% | 61.85%-51.6pp | 45.10%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,945 | $2,384+65.5% | $3,919+0.7% | $2,471+59.6% |
| Participant deferral / active EE | $5,166 | $3,734+38.4% | $5,047+2.3% | $3,741+38.1% |
| Admin fee / account holder | $11,355 | $6,321+79.6% | $8,930+27.2% | $5,306+114.0% |