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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 | $115,142 | $153,769-25.1% | $133,975-14.1% | $273,972-58.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.56% | 36.51%-30.0pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $26,790 | $6,029+344.4% | $5,211+414.1% | $4,869+450.2% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $5,715 | $11,765-51.4% | $9,324-38.7% | $10,133-43.6% |